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 | $21,863 | $45,566-52.0% | $64,105-65.9% | $59,632-63.3% |
| Participation rate | 64.6% | 60.2%+4.4pp | 68.2%-3.6pp | 68.7%-4.1pp |
| Annual return | -7.92% | 4.95%-12.9pp | 791.24%-799.2pp | 2041.28%-2049.2pp |
| Employer contribution / active EE | $335 | $934-64.1% | $1,820-81.6% | $2,203-84.8% |
| Participant deferral / active EE | $1,757 | $2,057-14.6% | $2,822-37.7% | $3,192-44.9% |
| Admin fee / account holder | $419 | $3,268-87.2% | $4,499-90.7% | $4,297-90.2% |