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 | $108,701 | $149,040-27.1% | $120,225-9.6% | $137,256-20.8% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 9.81% | 605.68%-595.9pp | 439.23%-429.4pp | 220.34%-210.5pp |
| Employer contribution / active EE | $21,695 | $4,350+398.7% | $3,475+524.2% | $4,156+422.0% |
| Participant deferral / active EE | $20,667 | $4,655+344.0% | $3,999+416.8% | $6,407+222.6% |
| Admin fee / account holder | $398 | $6,348-93.7% | $5,696-93.0% | $12,270-96.8% |