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 | $6,866 | $68,573-90.0% | $120,368-94.3% | $80,874-91.5% |
| Participation rate | 39.4% | 61.6%-22.2pp | 71.9%-32.5pp | 67.6%-28.3pp |
| Annual return | 11.00% | 23.61%-12.6pp | 107.26%-96.3pp | 35.62%-24.6pp |
| Employer contribution / active EE | $824 | $2,052-59.8% | $3,465-76.2% | $2,756-70.1% |
| Participant deferral / active EE | $1,374 | $3,174-56.7% | $4,991-72.5% | $4,297-68.0% |
| Admin fee / account holder | $327 | $5,734-94.3% | $9,429-96.5% | $6,935-95.3% |