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 | $11,302 | $101,763-88.9% | $164,866-93.1% | $80,874-86.0% |
| Participation rate | 59.2% | 71.8%-12.6pp | 78.6%-19.4pp | 67.6%-8.5pp |
| Annual return | 21.50% | 16.73%+4.8pp | 69.97%-48.5pp | 35.62%-14.1pp |
| Employer contribution / active EE | $1,090 | $2,954-63.1% | $4,343-74.9% | $2,756-60.4% |
| Participant deferral / active EE | $2,069 | $4,477-53.8% | $6,033-65.7% | $4,297-51.9% |
| Admin fee / account holder | $421 | $8,228-94.9% | $12,689-96.7% | $6,935-93.9% |