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 | $10,286 | $124,425-91.7% | $112,040-90.8% | $137,256-92.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 33.66% | 24.72%+8.9pp | 24.52%+9.1pp | 220.34%-186.7pp |
| Employer contribution / active EE | $1,664 | $3,411-51.2% | $2,954-43.7% | $4,156-60.0% |
| Participant deferral / active EE | $2,309 | $5,718-59.6% | $5,098-54.7% | $6,407-64.0% |
| Admin fee / account holder | $1,387 | $15,207-90.9% | $12,098-88.5% | $12,270-88.7% |