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 | $906 | $71,829-98.7% | $69,780-98.7% | $142,382-99.4% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.3%-79.3pp | 80.1%-80.1pp |
| Annual return | -6.93% | 31.01%-37.9pp | 26.31%-33.2pp | 217.08%-224.0pp |
| Employer contribution / active EE | $2,865 | $4,385-34.7% | $4,168-31.2% | $4,299-33.3% |
| Participant deferral / active EE | $0 | $6,819-100.0% | $6,164-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,516 | $7,818-67.8% | $7,285-65.5% | $12,624-80.1% |