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 | $37,374 | $80,717-53.7% | $154,803-75.9% | $84,808-55.9% |
| Participation rate | 53.8% | 66.8%-13.0pp | 78.1%-24.2pp | 68.3%-14.5pp |
| Annual return | 13.09% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,682 | $2,761-39.1% | $4,305-60.9% | $2,631-36.1% |
| Participant deferral / active EE | $2,648 | $3,303-19.8% | $5,540-52.2% | $4,212-37.1% |
| Admin fee / account holder | $3,882 | $6,746-42.4% | $14,329-72.9% | $7,344-47.1% |