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 | $21,536 | $101,724-78.8% | $164,813-86.9% | $80,856-73.4% |
| Participation rate | 46.0% | 71.8%-25.8pp | 78.6%-32.6pp | 67.6%-21.6pp |
| Annual return | 13.00% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,211 | $2,953-59.0% | $4,341-72.1% | $2,755-56.0% |
| Participant deferral / active EE | $3,072 | $4,477-31.4% | $6,031-49.1% | $4,296-28.5% |
| Admin fee / account holder | $2,076 | $8,227-74.8% | $12,690-83.6% | $6,918-70.0% |