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 | $8,676 | $51,576-83.2% | $129,207-93.3% | $80,856-89.3% |
| Participation rate | 38.3% | 57.0%-18.7pp | 69.6%-31.3pp | 67.6%-29.3pp |
| Annual return | 24.65% | 20.81%+3.8pp | 9417.33%-9392.7pp | 35.59%-10.9pp |
| Employer contribution / active EE | $776 | $1,584-51.0% | $4,153-81.3% | $2,755-71.8% |
| Participant deferral / active EE | $1,161 | $2,669-56.5% | $4,168-72.1% | $4,296-73.0% |
| Admin fee / account holder | $811 | $4,305-81.2% | $7,715-89.5% | $6,918-88.3% |