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 | $111,346 | $80,717+37.9% | $154,803-28.1% | $84,808+31.3% |
| Participation rate | 69.2% | 66.8%+2.4pp | 78.1%-8.8pp | 68.3%+0.9pp |
| Annual return | 11.77% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,769 | $2,761+0.3% | $4,305-35.7% | $2,631+5.2% |
| Participant deferral / active EE | $4,862 | $3,303+47.2% | $5,540-12.2% | $4,212+15.4% |
| Admin fee / account holder | $19,573 | $6,746+190.2% | $14,329+36.6% | $7,344+166.5% |