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 | $38,702 | $86,929-55.5% | $102,423-62.2% | $80,856-52.1% |
| Participation rate | 23.3% | 72.4%-49.1pp | 76.5%-53.2pp | 67.6%-44.4pp |
| Annual return | 5.86% | 18.88%-13.0pp | 29.32%-23.5pp | 35.59%-29.7pp |
| Employer contribution / active EE | $836 | $2,369-64.7% | $3,023-72.3% | $2,755-69.6% |
| Participant deferral / active EE | $2,600 | $4,118-36.9% | $5,053-48.5% | $4,296-39.5% |
| Admin fee / account holder | $32,426 | $8,049+302.9% | $9,451+243.1% | $6,918+368.7% |