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 | $72,345 | $132,049-45.2% | $200,582-63.9% | $74,304-2.6% |
| Participation rate | 47.7% | 84.1%-36.4pp | 86.9%-39.2pp | 60.3%-12.6pp |
| Annual return | 13.00% | 22.22%-9.2pp | 42.33%-29.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $3,213 | $4,558-29.5% | $6,419-49.9% | $2,241+43.4% |
| Participant deferral / active EE | $4,119 | $7,213-42.9% | $9,331-55.9% | $3,767+9.3% |
| Admin fee / account holder | $11,580 | $2,405+381.6% | $16,305-29.0% | $2,969+290.1% |