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 | $17,078 | $92,985-81.6% | $153,485-88.9% | $80,856-78.9% |
| Participation rate | 68.5% | 69.0%-0.4pp | 77.1%-8.6pp | 67.6%+0.9pp |
| Annual return | 10.79% | 19.95%-9.2pp | 15.65%-4.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,786 | $3,507-49.1% | $5,039-64.6% | $2,755-35.2% |
| Participant deferral / active EE | $2,201 | $5,178-57.5% | $6,757-67.4% | $4,296-48.8% |
| Admin fee / account holder | $1,972 | $8,880-77.8% | $12,724-84.5% | $6,918-71.5% |