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 | $5,445 | $154,228-96.5% | $145,433-96.3% | $137,256-96.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 3.47% | 74.59%-71.1pp | 66.58%-63.1pp | 220.34%-216.9pp |
| Employer contribution / active EE | $2,181 | $4,804-54.6% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $15,993 | $8,216+94.6% | $7,897+102.5% | $6,407+149.6% |
| Admin fee / account holder | $36,429 | $14,344+154.0% | $13,129+177.5% | $12,270+196.9% |