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 | $97,096 | $57,541+68.7% | $95,745+1.4% | $75,163+29.2% |
| Participation rate | 45.5% | 62.5%-17.1pp | 72.3%-26.8pp | 67.2%-21.7pp |
| Annual return | 12.55% | 34.93%-22.4pp | 28.35%-15.8pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,321 | $3,074-57.0% | $4,245-68.9% | $4,125-68.0% |
| Admin fee / account holder | $17,892 | $4,099+336.5% | $5,678+215.1% | $5,651+216.6% |