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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,527 | $81,248-93.2% | $155,509-96.4% | $80,856-93.2% |
| Participation rate | 38.2% | 66.2%-28.0pp | 78.2%-40.0pp | 67.6%-29.4pp |
| Annual return | 10.56% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $430 | $3,100-86.1% | $4,672-90.8% | $2,755-84.4% |
| Participant deferral / active EE | $1,606 | $3,452-53.5% | $5,626-71.5% | $4,296-62.6% |
| Admin fee / account holder | $434 | $7,997-94.6% | $15,912-97.3% | $6,918-93.7% |