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 | $55,389 | $177,572-68.8% | $154,803-64.2% | $142,382-61.1% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 9.20% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,078 | $4,810-56.8% | $4,305-51.7% | $4,299-51.7% |
| Participant deferral / active EE | $3,818 | $6,272-39.1% | $5,540-31.1% | $6,507-41.3% |
| Admin fee / account holder | $62,294 | $16,786+271.1% | $14,329+334.7% | $12,624+393.5% |