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 | $1,646 | $70,606-97.7% | $53,898-96.9% | $142,382-98.8% |
| Participation rate | 5.9% | 63.7%-57.8pp | 55.0%-49.1pp | 80.1%-74.2pp |
| Annual return | 4.47% | 619.81%-615.3pp | 528.60%-524.1pp | 217.08%-212.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $309 | $2,364-86.9% | $1,826-83.1% | $6,507-95.2% |
| Admin fee / account holder | $9,714 | $2,852+240.6% | $2,491+290.0% | $12,624-23.0% |