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 | $11,227 | $55,472-79.8% | $155,567-92.8% | $74,546-84.9% |
| Participation rate | 25.3% | 61.9%-36.6pp | 78.2%-52.9pp | 67.2%-41.9pp |
| Annual return | 95.63% | 268.72%-173.1pp | 64.74%+30.9pp | 1366.03%-1270.4pp |
| Employer contribution / active EE | $563 | $2,269-75.2% | $4,674-88.0% | $2,624-78.6% |
| Participant deferral / active EE | $1,003 | $2,838-64.7% | $5,628-82.2% | $4,347-76.9% |
| Admin fee / account holder | $425 | $1,743-75.6% | $15,916-97.3% | $1,944-78.1% |