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 | $4,867 | $111,754-95.6% | $103,333-95.3% | $145,922-96.7% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,202 | $4,212-71.5% | $3,868-68.9% | $4,660-74.2% |
| Participant deferral / active EE | $1,993 | $5,619-64.5% | $5,057-60.6% | $6,688-70.2% |
| Admin fee / account holder | $709 | $9,750-92.7% | $8,355-91.5% | $13,397-94.7% |