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 | $125,069 | $104,974+19.1% | $95,585+30.8% | $142,382-12.2% |
| Participation rate | 69.2% | 75.0%-5.7pp | 72.1%-2.8pp | 80.1%-10.9pp |
| Annual return | 9.32% | 210.33%-201.0pp | 38.56%-29.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,895 | $2,779+4.2% | $2,527+14.6% | $4,299-32.7% |
| Participant deferral / active EE | $6,772 | $4,352+55.6% | $4,023+68.4% | $6,507+4.1% |
| Admin fee / account holder | $102,154 | $6,386+1499.6% | $6,127+1567.2% | $12,624+709.2% |