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 | $7,619 | $86,944-91.2% | $107,525-92.9% | $74,304-89.7% |
| Participation rate | 69.7% | 59.6%+10.2pp | 75.1%-5.3pp | 60.3%+9.4pp |
| Annual return | 34.18% | 23.52%+10.7pp | 181.32%-147.1pp | 29.43%+4.8pp |
| Employer contribution / active EE | $1,020 | $2,757-63.0% | $3,754-72.8% | $2,241-54.5% |
| Participant deferral / active EE | $2,634 | $3,554-25.9% | $5,116-48.5% | $3,767-30.1% |
| Admin fee / account holder | $1,039 | $3,727-72.1% | $8,919-88.4% | $2,969-65.0% |