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 | $7,470 | $126,574-94.1% | $106,213-93.0% | $145,922-94.9% |
| Participation rate | 45.5% | 77.6%-32.2pp | 75.3%-29.8pp | 80.3%-34.8pp |
| Annual return | 0.00% | 224.79%-224.8pp | 116.14%-116.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,022 | $3,730-72.6% | $3,171-67.8% | $4,660-78.1% |
| Participant deferral / active EE | $3,332 | $5,724-41.8% | $5,016-33.6% | $6,688-50.2% |
| Admin fee / account holder | $684 | $17,304-96.0% | $11,033-93.8% | $13,397-94.9% |