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 | $31,959 | $111,724-71.4% | $93,606-65.9% | $145,922-78.1% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | -8.56% | 202.98%-211.5pp | 133.20%-141.8pp | 561.29%-569.8pp |
| Employer contribution / active EE | $1,400 | $3,090-54.7% | $2,420-42.1% | $4,660-70.0% |
| Participant deferral / active EE | $5,452 | $4,912+11.0% | $4,411+23.6% | $6,688-18.5% |
| Admin fee / account holder | $397 | $10,250-96.1% | $8,285-95.2% | $13,397-97.0% |