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 | $6,887 | $111,535-93.8% | $105,223-93.5% | $137,256-95.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 40.17% | 237.85%-197.7pp | 180.65%-140.5pp | 220.34%-180.2pp |
| Employer contribution / active EE | $1,988 | $3,939-49.5% | $3,689-46.1% | $4,156-52.2% |
| Participant deferral / active EE | $1,988 | $5,500-63.9% | $5,072-60.8% | $6,407-69.0% |
| Admin fee / account holder | $1,626 | $9,721-83.3% | $8,859-81.6% | $12,270-86.8% |