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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,250 | $102,317-94.9% | $146,958-96.4% | $80,856-93.5% |
| Participation rate | 61.8% | 75.8%-14.0pp | 82.2%-20.3pp | 67.6%-5.8pp |
| Annual return | -145.91% | 134.76%-280.7pp | 418.34%-564.2pp | 35.59%-181.5pp |
| Employer contribution / active EE | $7,157 | $3,713+92.8% | $4,933+45.1% | $2,755+159.8% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,020 | $7,941+1.0% | $12,998-38.3% | $6,918+15.9% |