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 | $15,111 | $102,317-85.2% | $146,958-89.7% | $80,856-81.3% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.2%-16.8pp | 67.6%-2.3pp |
| Annual return | 33.91% | 134.76%-100.9pp | 418.34%-384.4pp | 35.59%-1.7pp |
| Employer contribution / active EE | $2,187 | $3,713-41.1% | $4,933-55.7% | $2,755-20.6% |
| Participant deferral / active EE | $3,405 | $6,644-48.7% | $8,070-57.8% | $4,296-20.7% |
| Admin fee / account holder | $365 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |