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 | $89,839 | $111,754-19.6% | $103,333-13.1% | $145,922-38.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.97% | 24.77%-16.8pp | 24.88%-16.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,123 | $5,619-62.2% | $5,057-58.0% | $6,688-68.3% |
| Admin fee / account holder | $3,350 | $9,750-65.6% | $8,355-59.9% | $13,397-75.0% |