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 | $22,434 | $45,152-50.3% | $73,843-69.6% | $59,632-62.4% |
| Participation rate | 60.7% | 64.0%-3.3pp | 73.4%-12.7pp | 68.7%-8.0pp |
| Annual return | -3.13% | 27.40%-30.5pp | 2267.84%-2271.0pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $535 | $1,902-71.9% | $2,787-80.8% | $2,203-75.7% |
| Participant deferral / active EE | $1,631 | $2,574-36.6% | $3,583-54.5% | $3,192-48.9% |
| Admin fee / account holder | $376 | $3,516-89.3% | $4,880-92.3% | $4,297-91.2% |