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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,503 | $65,685-94.7% | $57,179-93.9% | $273,961-98.7% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | -1.22% | 21.99%-23.2pp | 14.59%-15.8pp | 41.45%-42.7pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $674 | $3,782-82.2% | $3,096-78.2% | $5,287-87.2% |
| Admin fee / account holder | $526 | $4,835-89.1% | $3,139-83.2% | $10,132-94.8% |