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 | $2,294 | $29,660-92.3% | $56,411-95.9% | $80,856-97.2% |
| Participation rate | 12.7% | 41.6%-28.9pp | 52.5%-39.7pp | 67.6%-54.9pp |
| Annual return | 9.14% | 35.23%-26.1pp | 1701.33%-1692.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $372 | $669-44.4% | $1,039-64.2% | $2,755-86.5% |
| Participant deferral / active EE | $561 | $1,226-54.3% | $1,952-71.3% | $4,296-87.0% |
| Admin fee / account holder | $478 | $2,428-80.3% | $2,829-83.1% | $6,918-93.1% |