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 | $10,592 | $177,572-94.0% | $154,803-93.2% | $142,382-92.6% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 31.67% | 65.07%-33.4pp | 58.88%-27.2pp | 217.08%-185.4pp |
| Employer contribution / active EE | $1,788 | $4,810-62.8% | $4,305-58.5% | $4,299-58.4% |
| Participant deferral / active EE | $1,818 | $6,272-71.0% | $5,540-67.2% | $6,507-72.1% |
| Admin fee / account holder | $1,382 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |