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 | $2,046 | $80,717-97.5% | $154,803-98.7% | $84,808-97.6% |
| Participation rate | 25.0% | 66.8%-41.8pp | 78.1%-53.1pp | 68.3%-43.3pp |
| Annual return | 25.24% | 37.96%-12.7pp | 58.88%-33.6pp | 40.90%-15.7pp |
| Employer contribution / active EE | $506 | $2,761-81.7% | $4,305-88.3% | $2,631-80.8% |
| Participant deferral / active EE | $921 | $3,303-72.1% | $5,540-83.4% | $4,212-78.1% |
| Admin fee / account holder | $1,659 | $6,746-75.4% | $14,329-88.4% | $7,344-77.4% |