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 | $4,233 | $58,234-92.7% | $81,783-94.8% | $80,874-94.8% |
| Participation rate | 52.7% | 63.4%-10.7pp | 72.4%-19.6pp | 67.6%-14.9pp |
| Annual return | 12.80% | 41.70%-28.9pp | 775.05%-762.3pp | 35.62%-22.8pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $700 | $3,283-78.7% | $4,320-83.8% | $4,297-83.7% |
| Admin fee / account holder | $326 | $4,982-93.5% | $7,380-95.6% | $6,935-95.3% |