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 | $201,901 | $61,774+226.8% | $97,226+107.7% | $80,856+149.7% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.7%-41.9pp | 67.6%-36.9pp |
| Annual return | 7.41% | -557.90%+565.3pp | 75.13%-67.7pp | 35.59%-28.2pp |
| Employer contribution / active EE | $536 | $1,837-70.8% | $2,729-80.4% | $2,755-80.5% |
| Participant deferral / active EE | $1,268 | $3,029-58.1% | $4,264-70.3% | $4,296-70.5% |
| Admin fee / account holder | $105,705 | $5,166+1946.1% | $5,654+1769.7% | $6,918+1428.0% |