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 | $6,353 | $210,648-97.0% | $177,989-96.4% | $145,922-95.6% |
| Participation rate | 65.0% | 80.8%-15.8pp | 77.1%-12.1pp | 80.3%-15.3pp |
| Annual return | 10.75% | 385.86%-375.1pp | 294.48%-283.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,869 | $4,565-15.2% | $3,949-2.0% | $4,660-17.0% |
| Participant deferral / active EE | $5,176 | $6,958-25.6% | $6,276-17.5% | $6,688-22.6% |
| Admin fee / account holder | $687 | $12,013-94.3% | $10,363-93.4% | $13,397-94.9% |