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 | $49,076 | $183,592-73.3% | $155,567-68.5% | $145,959-66.4% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 7.08% | 61.24%-54.2pp | 64.74%-57.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $2,415 | $5,315-54.6% | $4,674-48.3% | $4,661-48.2% |
| Participant deferral / active EE | $3,249 | $6,464-49.7% | $5,628-42.3% | $6,689-51.4% |
| Admin fee / account holder | $400,401 | $19,318+1972.7% | $15,916+2415.6% | $13,398+2888.6% |