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 | $126,875 | $209,336-39.4% | $197,124-35.6% | $137,256-7.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.46% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,370 | $6,591-64.0% | $6,227-61.9% | $4,156-43.0% |
| Participant deferral / active EE | $6,510 | $9,614-32.3% | $9,135-28.7% | $6,407+1.6% |
| Admin fee / account holder | $2,538 | $17,308-85.3% | $16,298-84.4% | $12,270-79.3% |