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 | $6,377 | $180,749-96.5% | $160,784-96.0% | $137,256-95.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 8.11% | 2234.46%-2226.4pp | 1803.92%-1795.8pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,537 | $4,155-38.9% | $3,733-32.0% | $4,156-39.0% |
| Participant deferral / active EE | $4,282 | $6,844-37.4% | $6,293-32.0% | $6,407-33.2% |
| Admin fee / account holder | $6,462 | $10,397-37.8% | $9,717-33.5% | $12,270-47.3% |