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 | $16,808 | $80,673-79.2% | $101,326-83.4% | $84,808-80.2% |
| Participation rate | 56.8% | 77.8%-21.0pp | 81.5%-24.7pp | 68.3%-11.6pp |
| Annual return | 27.85% | 38.95%-11.1pp | 36.82%-9.0pp | 40.90%-13.0pp |
| Employer contribution / active EE | $1,754 | $2,698-35.0% | $3,665-52.1% | $2,631-33.3% |
| Participant deferral / active EE | $3,462 | $6,840-49.4% | $7,994-56.7% | $4,212-17.8% |
| Admin fee / account holder | $1,790 | $12,784-86.0% | $11,185-84.0% | $7,344-75.6% |