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 | $11,636 | $117,841-90.1% | $102,423-88.6% | $145,922-92.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.51% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,788 | $3,615-50.5% | $3,023-40.9% | $4,660-61.6% |
| Participant deferral / active EE | $3,764 | $5,731-34.3% | $5,053-25.5% | $6,688-43.7% |
| Admin fee / account holder | $6,225 | $13,326-53.3% | $9,451-34.1% | $13,397-53.5% |