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 | $8,683 | $126,574-93.1% | $106,213-91.8% | $145,922-94.0% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 1.20% | 224.79%-223.6pp | 116.14%-114.9pp | 561.29%-560.1pp |
| Employer contribution / active EE | $2,544 | $3,730-31.8% | $3,171-19.8% | $4,660-45.4% |
| Participant deferral / active EE | $3,580 | $5,724-37.5% | $5,016-28.6% | $6,688-46.5% |
| Admin fee / account holder | $342,135 | $17,304+1877.2% | $11,033+3001.0% | $13,397+2453.8% |