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 | $11,720 | $102,382-88.6% | $147,005-92.0% | $80,874-85.5% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 56.22% | 134.89%-78.7pp | 418.76%-362.5pp | 35.62%+20.6pp |
| Employer contribution / active EE | $5,640 | $3,715+51.8% | $4,934+14.3% | $2,756+104.7% |
| Participant deferral / active EE | $11,932 | $6,646+79.5% | $8,070+47.9% | $4,297+177.7% |
| Admin fee / account holder | $3,770 | $7,942-52.5% | $13,006-71.0% | $6,935-45.6% |