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.)
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 | $9,174 | $126,519-92.7% | $106,201-91.4% | $145,959-93.7% |
| Participation rate | 63.6% | 77.7%-14.0pp | 75.3%-11.7pp | 80.3%-16.6pp |
| Annual return | 5.45% | 225.10%-219.6pp | 116.26%-110.8pp | 561.95%-556.5pp |
| Employer contribution / active EE | $1,622 | $3,726-56.5% | $3,170-48.8% | $4,661-65.2% |
| Participant deferral / active EE | $1,740 | $5,716-69.6% | $5,012-65.3% | $6,689-74.0% |
| Admin fee / account holder | $470 | $17,312-97.3% | $11,039-95.7% | $13,398-96.5% |