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 | $694 | $104,974-99.3% | $95,585-99.3% | $142,382-99.5% |
| Participation rate | 38.5% | 75.0%-36.5pp | 72.1%-33.6pp | 80.1%-41.7pp |
| Annual return | 17.87% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $383 | $4,352-91.2% | $4,023-90.5% | $6,507-94.1% |
| Admin fee / account holder | $305 | $6,386-95.2% | $6,127-95.0% | $12,624-97.6% |