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 | $4,926 | $88,751-94.4% | $81,812-94.0% | $145,922-96.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.92% | 1025.40%-1019.5pp | 773.79%-767.9pp | 561.29%-555.4pp |
| Employer contribution / active EE | $423 | $3,083-86.3% | $2,912-85.5% | $4,660-90.9% |
| Participant deferral / active EE | $1,782 | $4,643-61.6% | $4,319-58.7% | $6,688-73.4% |
| Admin fee / account holder | $1,134 | $8,415-86.5% | $7,386-84.7% | $13,397-91.5% |