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 | $67,158 | $86,929-22.7% | $102,423-34.4% | $80,856-16.9% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.1pp |
| Annual return | -61.50% | 18.88%-80.4pp | 29.32%-90.8pp | 35.59%-97.1pp |
| Employer contribution / active EE | $1,057 | $2,369-55.4% | $3,023-65.0% | $2,755-61.6% |
| Participant deferral / active EE | $2,301 | $4,118-44.1% | $5,053-54.5% | $4,296-46.4% |
| Admin fee / account holder | $118,120 | $8,049+1367.5% | $9,451+1149.8% | $6,918+1607.4% |