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 | $13,234 | $88,360-85.0% | $145,433-90.9% | $67,986-80.5% |
| Participation rate | 62.5% | 65.5%-3.0pp | 82.1%-19.6pp | 57.2%+5.3pp |
| Annual return | 56.09% | 63.15%-7.1pp | 66.58%-10.5pp | 31.67%+24.4pp |
| Employer contribution / active EE | $2,331 | $3,054-23.7% | $4,554-48.8% | $2,019+15.5% |
| Participant deferral / active EE | $3,960 | $5,932-33.2% | $7,897-49.9% | $3,358+17.9% |
| Admin fee / account holder | $1,566 | $3,313-52.7% | $13,129-88.1% | $3,203-51.1% |