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 | $13,118 | $146,267-91.0% | $197,124-93.3% | $82,448-84.1% |
| Participation rate | 64.3% | 84.0%-19.7pp | 86.7%-22.4pp | 68.1%-3.8pp |
| Annual return | 41.94% | 29.61%+12.3pp | 44.34%-2.4pp | 41.64%+0.3pp |
| Employer contribution / active EE | $2,526 | $4,723-46.5% | $6,227-59.4% | $2,551-1.0% |
| Participant deferral / active EE | $4,813 | $7,035-31.6% | $9,135-47.3% | $4,139+16.3% |
| Admin fee / account holder | $2,562 | $14,422-82.2% | $16,298-84.3% | $7,234-64.6% |