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 | $205,856 | $117,983+74.5% | $101,794+102.2% | $142,382+44.6% |
| Participation rate | 47.1% | 74.2%-27.2pp | 69.2%-22.1pp | 80.1%-33.1pp |
| Annual return | 9.79% | 36.92%-27.1pp | 30.53%-20.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,390 | $2,773-13.8% | $2,289+4.4% | $4,299-44.4% |
| Participant deferral / active EE | $5,529 | $4,714+17.3% | $4,084+35.4% | $6,507-15.0% |
| Admin fee / account holder | $43,778 | $10,433+319.6% | $8,777+398.8% | $12,624+246.8% |