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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,119 | $47,126-91.3% | $149,673-97.2% | $74,419-94.5% |
| Participation rate | 8.2% | 63.4%-55.2pp | 78.8%-70.5pp | 70.7%-62.5pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.42%-134.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $383 | $2,728-86.0% | $5,680-93.3% | $4,528-91.5% |
| Admin fee / account holder | $314 | $343-8.5% | $13,210-97.6% | $348-9.9% |