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 | $13,444 | $72,177-81.4% | $115,037-88.3% | $59,632-77.5% |
| Participation rate | 44.0% | 72.6%-28.6pp | 81.4%-37.4pp | 68.7%-24.7pp |
| Annual return | -0.91% | 12.02%-12.9pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,255 | $2,841-20.6% | $4,608-51.1% | $2,203+2.4% |
| Participant deferral / active EE | $5,244 | $4,783+9.6% | $6,026-13.0% | $3,192+64.3% |
| Admin fee / account holder | $6,708 | $4,927+36.2% | $8,175-17.9% | $4,297+56.1% |