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 | $55,512 | $56,060-1.0% | $76,002-27.0% | $80,874-31.4% |
| Participation rate | 40.5% | 62.0%-21.6pp | 69.1%-28.6pp | 67.6%-27.2pp |
| Annual return | -36.53% | 20.54%-57.1pp | 360.07%-396.6pp | 35.62%-72.2pp |
| Employer contribution / active EE | $1,290 | $1,873-31.2% | $2,688-52.0% | $2,756-53.2% |
| Participant deferral / active EE | $2,046 | $3,051-33.0% | $4,257-51.9% | $4,297-52.4% |
| Admin fee / account holder | $5,067 | $5,237-3.3% | $6,414-21.0% | $6,935-26.9% |