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 | $1,545 | $29,667-94.8% | $56,441-97.3% | $80,874-98.1% |
| Participation rate | 12.4% | 41.7%-29.3pp | 52.5%-40.1pp | 67.6%-55.3pp |
| Annual return | 0.00% | 35.22%-35.2pp | 1704.21%-1704.2pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $269 | $1,227-78.1% | $1,953-86.2% | $4,297-93.7% |
| Admin fee / account holder | $531 | $2,429-78.2% | $2,829-81.2% | $6,935-92.4% |