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 | $72,661 | $133,922-45.7% | $116,228-37.5% | $142,382-49.0% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 3.30% | 147.76%-144.5pp | 90.06%-86.8pp | 217.08%-213.8pp |
| Employer contribution / active EE | $2,291 | $3,446-33.5% | $2,994-23.5% | $4,299-46.7% |
| Participant deferral / active EE | $8,087 | $5,672+42.6% | $4,953+63.3% | $6,507+24.3% |
| Admin fee / account holder | $281,439 | $14,945+1783.2% | $11,989+2247.5% | $12,624+2129.4% |