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 | $9,030 | $75,828-88.1% | $147,614-93.9% | $59,632-84.9% |
| Participation rate | 56.3% | 71.6%-15.2pp | 84.6%-28.3pp | 68.7%-12.3pp |
| Annual return | -0.11% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,060 | $3,130-66.1% | $4,895-78.4% | $3,192-66.8% |
| Admin fee / account holder | $7,288 | $5,985+21.8% | $11,611-37.2% | $4,297+69.6% |