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 | $158,398-31.4% | $126,539-14.1% | $142,382-23.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 9.81% | 593.76%-584.0pp | 425.95%-416.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $21,695 | $4,650+366.6% | $3,674+490.5% | $4,299+404.6% |
| Participant deferral / active EE | $20,667 | $4,767+333.6% | $4,083+406.2% | $6,507+217.6% |
| Admin fee / account holder | $398 | $6,918-94.3% | $6,065-93.4% | $12,624-96.9% |