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.)
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 | $20,939 | $89,753-76.7% | $107,525-80.5% | $84,808-75.3% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 26.16% | 29.48%-3.3pp | 181.32%-155.2pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,587 | $3,113-49.0% | $3,754-57.7% | $2,631-39.7% |
| Participant deferral / active EE | $4,514 | $4,056+11.3% | $5,116-11.8% | $4,212+7.2% |
| Admin fee / account holder | $825 | $7,222-88.6% | $8,919-90.8% | $7,344-88.8% |