See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,648 | $178,174-86.2% | $156,181-84.2% | $137,256-82.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | -12.26% | 84.19%-96.4pp | 64.87%-77.1pp | 220.34%-232.6pp |
| Employer contribution / active EE | $1,670 | $4,972-66.4% | $4,294-61.1% | $4,156-59.8% |
| Participant deferral / active EE | $7,422 | $6,888+7.8% | $6,132+21.0% | $6,407+15.8% |
| Admin fee / account holder | $3,144 | $17,404-81.9% | $14,586-78.4% | $12,270-74.4% |