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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,380 | $113,016-74.0% | $103,476-71.6% | $74,495-60.6% |
| Participation rate | 58.4% | 80.8%-22.3pp | 80.5%-22.1pp | 67.2%-8.8pp |
| Annual return | 141.26% | 23.24%+118.0pp | 23.90%+117.4pp | 1364.94%-1223.7pp |
| Employer contribution / active EE | $1,832 | $4,881-62.5% | $4,672-60.8% | $2,623-30.2% |
| Participant deferral / active EE | $3,561 | $7,279-51.1% | $6,623-46.2% | $4,346-18.1% |
| Admin fee / account holder | $2,277 | $1,709+33.3% | $9,413-75.8% | $1,942+17.3% |