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 | $15,204 | $79,184-80.8% | $102,438-85.2% | $74,546-79.6% |
| Participation rate | 66.9% | 74.8%-7.8pp | 76.5%-9.5pp | 67.2%-0.3pp |
| Annual return | 28.33% | 54.95%-26.6pp | 29.37%-1.0pp | 1366.03%-1337.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,080 | $4,414-30.2% | $5,054-39.0% | $4,347-29.1% |
| Admin fee / account holder | $956 | $2,001-52.2% | $9,448-89.9% | $1,944-50.8% |