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 | $1,384 | $117,983-98.8% | $101,794-98.6% | $142,382-99.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 0.00% | 36.92%-36.9pp | 30.53%-30.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $920 | $2,773-66.8% | $2,289-59.8% | $4,299-78.6% |
| Participant deferral / active EE | $2,015 | $4,714-57.3% | $4,084-50.7% | $6,507-69.0% |
| Admin fee / account holder | $328 | $10,433-96.9% | $8,777-96.3% | $12,624-97.4% |