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 | $123,909-57.3% | $69,647-24.1% | $145,922-63.8% |
| Participation rate | 7.1% | 69.2%-62.1pp | 66.5%-59.3pp | 80.3%-73.1pp |
| Annual return | -88.25% | 190.55%-278.8pp | 100.48%-188.7pp | 561.29%-649.5pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $24,009 | $7,863+205.4% | $4,713+409.4% | $13,397+79.2% |