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 | $45,272 | $39,122+15.7% | $57,179-20.8% | $62,891-28.0% |
| Participation rate | 51.4% | 70.5%-19.2pp | 75.3%-24.0pp | 69.3%-18.0pp |
| Annual return | 0.59% | 9.23%-8.6pp | 14.59%-14.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,566 | $1,874+36.9% | $2,682-4.3% | $2,281+12.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $335 | $2,592-87.1% | $3,139-89.3% | $4,296-92.2% |