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 | $21,837 | $95,803-77.2% | $113,168-80.7% | $84,808-74.3% |
| Participation rate | 61.5% | 72.9%-11.3pp | 76.6%-15.0pp | 68.3%-6.8pp |
| Annual return | 219.51% | 25.00%+194.5pp | 24.27%+195.2pp | 40.90%+178.6pp |
| Employer contribution / active EE | $1,755 | $2,360-25.6% | $2,975-41.0% | $2,631-33.3% |
| Participant deferral / active EE | $4,851 | $4,242+14.4% | $5,107-5.0% | $4,212+15.2% |
| Admin fee / account holder | $340 | $8,989-96.2% | $12,068-97.2% | $7,344-95.4% |