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 | $21,414 | $179,726-88.1% | $156,263-86.3% | $142,382-85.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 19.58% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,500 | $5,069-31.0% | $4,333-19.2% | $4,299-18.6% |
| Participant deferral / active EE | $3,500 | $6,956-49.7% | $6,158-43.2% | $6,507-46.2% |
| Admin fee / account holder | $835 | $17,272-95.2% | $14,255-94.1% | $12,624-93.4% |