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.)
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 | $12,678 | $62,146-79.6% | $81,438-84.4% | $74,546-83.0% |
| Participation rate | 36.0% | 64.1%-28.0pp | 69.5%-33.5pp | 67.2%-31.2pp |
| Annual return | 0.00% | 16.49%-16.5pp | 24.74%-24.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $583 | $1,883-69.0% | $2,460-76.3% | $2,624-77.8% |
| Participant deferral / active EE | $893 | $3,229-72.4% | $3,883-77.0% | $4,347-79.5% |
| Admin fee / account holder | $309 | $1,922-83.9% | $5,764-94.6% | $1,944-84.1% |