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 | $429 | $149,040-99.7% | $120,225-99.6% | $137,256-99.7% |
| Participation rate | 29.4% | 75.4%-46.0pp | 69.6%-40.2pp | 80.0%-50.5pp |
| Annual return | -51.50% | 605.68%-657.2pp | 439.23%-490.7pp | 220.34%-271.8pp |
| Employer contribution / active EE | $44 | $4,350-99.0% | $3,475-98.7% | $4,156-98.9% |
| Participant deferral / active EE | $179 | $4,655-96.2% | $3,999-95.5% | $6,407-97.2% |
| Admin fee / account holder | $472 | $6,348-92.6% | $5,696-91.7% | $12,270-96.2% |