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 | $26,539 | $30,400-12.7% | $53,898-50.8% | $84,808-68.7% |
| Participation rate | 31.4% | 46.4%-15.0pp | 55.0%-23.5pp | 68.3%-36.9pp |
| Annual return | 6.27% | 500.19%-493.9pp | 528.60%-522.3pp | 40.90%-34.6pp |
| Employer contribution / active EE | $288 | $603-52.2% | $932-69.1% | $2,631-89.0% |
| Participant deferral / active EE | $753 | $1,199-37.2% | $1,826-58.8% | $4,212-82.1% |
| Admin fee / account holder | $102,267 | $1,993+5030.5% | $2,491+4005.8% | $7,344+1292.6% |