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 | $5,442 | $94,338-94.2% | $100,534-94.6% | $142,382-96.2% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 0.00% | 29.20%-29.2pp | 32.66%-32.7pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,441 | $4,237-66.0% | $4,346-66.8% | $4,299-66.5% |
| Participant deferral / active EE | $3,439 | $5,934-42.0% | $6,144-44.0% | $6,507-47.2% |
| Admin fee / account holder | $2,576 | $8,421-69.4% | $7,654-66.4% | $12,624-79.6% |