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 | $22,291 | $79,171-71.8% | $102,423-78.2% | $74,495-70.1% |
| Participation rate | 64.8% | 74.8%-10.0pp | 76.5%-11.7pp | 67.2%-2.4pp |
| Annual return | 130736.29% | 54.93%+130681.4pp | 29.32%+130707.0pp | 1364.94%+129371.3pp |
| Employer contribution / active EE | $1,115 | $2,362-52.8% | $3,023-63.1% | $2,623-57.5% |
| Participant deferral / active EE | $2,351 | $4,415-46.8% | $5,053-53.5% | $4,346-45.9% |
| Admin fee / account holder | $2,969 | $2,001+48.4% | $9,451-68.6% | $1,942+52.9% |