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 | $9,391 | $111,814-91.6% | $93,654-90.0% | $145,959-93.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 7.74% | 203.30%-195.6pp | 133.34%-125.6pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,816 | $3,092-41.3% | $2,421-25.0% | $4,661-61.0% |
| Participant deferral / active EE | $1,793 | $4,914-63.5% | $4,413-59.4% | $6,689-73.2% |
| Admin fee / account holder | $369 | $10,246-96.4% | $8,282-95.5% | $13,398-97.2% |