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 | $101,724-88.9% | $164,813-93.1% | $80,856-86.0% |
| Participation rate | 59.2% | 71.8%-12.6pp | 78.6%-19.4pp | 67.6%-8.5pp |
| Annual return | 21.50% | 16.72%+4.8pp | 69.93%-48.4pp | 35.59%-14.1pp |
| Employer contribution / active EE | $1,090 | $2,953-63.1% | $4,341-74.9% | $2,755-60.4% |
| Participant deferral / active EE | $2,069 | $4,477-53.8% | $6,031-65.7% | $4,296-51.8% |
| Admin fee / account holder | $421 | $8,227-94.9% | $12,690-96.7% | $6,918-93.9% |