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 | $23,005 | $102,317-77.5% | $146,958-84.3% | $80,856-71.5% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.2%-39.8pp | 67.6%-25.3pp |
| Annual return | 15.45% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,633 | $3,713-56.0% | $4,933-66.9% | $2,755-40.7% |
| Participant deferral / active EE | $3,080 | $6,644-53.6% | $8,070-61.8% | $4,296-28.3% |
| Admin fee / account holder | $552 | $7,941-93.0% | $12,998-95.8% | $6,918-92.0% |