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 | $5,867 | $46,674-87.4% | $117,472-95.0% | $68,494-91.4% |
| Participation rate | 36.2% | 56.8%-20.6pp | 70.6%-34.4pp | 67.9%-31.7pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $926 | $1,505-38.4% | $4,176-77.8% | $2,596-64.3% |
| Participant deferral / active EE | $1,009 | $2,636-61.7% | $4,070-75.2% | $4,027-75.0% |
| Admin fee / account holder | $335 | $4,020-91.7% | $5,645-94.1% | $5,403-93.8% |