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 | $25,555 | $51,638-50.5% | $68,368-62.6% | $82,448-69.0% |
| Participation rate | 48.9% | 63.6%-14.7pp | 73.8%-24.9pp | 68.1%-19.2pp |
| Annual return | 7.00% | 37.53%-30.5pp | 292.57%-285.6pp | 41.64%-34.6pp |
| Employer contribution / active EE | $430 | $2,047-79.0% | $2,649-83.8% | $2,551-83.2% |
| Participant deferral / active EE | $1,597 | $2,914-45.2% | $4,123-61.3% | $4,139-61.4% |
| Admin fee / account holder | $5,433 | $4,643+17.0% | $5,150+5.5% | $7,234-24.9% |