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 | $4,611 | $154,228-97.0% | $145,433-96.8% | $137,256-96.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,756 | $4,804-63.4% | $4,554-61.4% | $4,156-57.7% |
| Participant deferral / active EE | $2,448 | $8,216-70.2% | $7,897-69.0% | $6,407-61.8% |
| Admin fee / account holder | $2,406 | $14,344-83.2% | $13,129-81.7% | $12,270-80.4% |