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 | $10,323 | $72,177-85.7% | $115,037-91.0% | $59,632-82.7% |
| Participation rate | 30.6% | 72.6%-41.9pp | 81.4%-50.8pp | 68.7%-38.1pp |
| Annual return | 262.22% | 12.02%+250.2pp | 26.14%+236.1pp | 2041.28%-1779.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,708 | $4,783-22.5% | $6,026-38.5% | $3,192+16.2% |
| Admin fee / account holder | $8,262 | $4,927+67.7% | $8,175+1.1% | $4,297+92.3% |