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 | $2,181 | $31,310-93.0% | $53,898-96.0% | $74,304-97.1% |
| Participation rate | 45.4% | 30.7%+14.7pp | 55.0%-9.6pp | 60.3%-15.0pp |
| Annual return | 22.16% | 23.16%-1.0pp | 528.60%-506.4pp | 29.43%-7.3pp |
| Employer contribution / active EE | $195 | $450-56.5% | $932-79.0% | $2,241-91.3% |
| Participant deferral / active EE | $439 | $934-53.0% | $1,826-75.9% | $3,767-88.3% |
| Admin fee / account holder | $542 | $2,175-75.1% | $2,491-78.2% | $2,969-81.7% |