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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,397 | $60,022-92.7% | $88,946-95.1% | $84,808-94.8% |
| Participation rate | 18.9% | 57.8%-38.9pp | 68.8%-49.9pp | 68.3%-49.4pp |
| Annual return | 12.72% | 22.43%-9.7pp | 57.82%-45.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $462 | $1,703-72.9% | $2,555-81.9% | $2,631-82.4% |
| Participant deferral / active EE | $1,960 | $3,114-37.1% | $4,581-57.2% | $4,212-53.5% |
| Admin fee / account holder | $91,548 | $4,811+1802.9% | $8,261+1008.2% | $7,344+1146.6% |