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 | $12,269 | $179,726-93.2% | $156,263-92.1% | $142,382-91.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | -50.03% | 77.86%-127.9pp | 59.47%-109.5pp | 217.08%-267.1pp |
| Employer contribution / active EE | $1,968 | $5,069-61.2% | $4,333-54.6% | $4,299-54.2% |
| Participant deferral / active EE | $3,401 | $6,956-51.1% | $6,158-44.8% | $6,507-47.7% |
| Admin fee / account holder | $1,950 | $17,272-88.7% | $14,255-86.3% | $12,624-84.6% |