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 | $52,869 | $123,982-57.4% | $69,701-24.1% | $145,959-63.8% |
| Participation rate | 7.1% | 69.2%-62.1pp | 66.4%-59.3pp | 80.3%-73.1pp |
| Annual return | -88.25% | 191.01%-279.3pp | 100.32%-188.6pp | 561.95%-650.2pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,887-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,009 | $7,867+205.2% | $4,717+409.0% | $13,398+79.2% |