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 | $49,419 | $68,719-28.1% | $91,541-46.0% | $84,808-41.7% |
| Participation rate | 26.4% | 64.5%-38.1pp | 69.8%-43.4pp | 68.3%-41.9pp |
| Annual return | -14.20% | 19.12%-33.3pp | 20.50%-34.7pp | 40.90%-55.1pp |
| Employer contribution / active EE | $1,011 | $1,920-47.3% | $2,505-59.6% | $2,631-61.6% |
| Participant deferral / active EE | $1,814 | $3,136-42.2% | $4,008-54.8% | $4,212-56.9% |
| Admin fee / account holder | $94,494 | $5,786+1533.0% | $6,956+1258.4% | $7,344+1186.7% |