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 | $214,378-40.8% | $200,582-36.7% | $142,382-10.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 11.46% | 46.41%-34.9pp | 42.33%-30.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,370 | $6,841-65.4% | $6,419-63.1% | $4,299-44.9% |
| Participant deferral / active EE | $6,510 | $9,865-34.0% | $9,331-30.2% | $6,5070% |
| Admin fee / account holder | $2,538 | $17,692-85.7% | $16,305-84.4% | $12,624-79.9% |