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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,454 | $64,839-96.2% | $95,585-97.4% | $84,808-97.1% |
| Participation rate | 54.0% | 63.8%-9.8pp | 72.1%-18.1pp | 68.3%-14.3pp |
| Annual return | 12.16% | -670.96%+683.1pp | 38.56%-26.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $552 | $1,759-68.6% | $2,527-78.2% | $2,631-79.0% |
| Participant deferral / active EE | $557 | $2,965-81.2% | $4,023-86.2% | $4,212-86.8% |
| Admin fee / account holder | $1,854 | $5,964-68.9% | $6,127-69.7% | $7,344-74.8% |