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 | $3,112 | $72,400-95.7% | $67,502-95.4% | $145,922-97.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.06% | 7182.46%-7176.4pp | 3512.12%-3506.1pp | 561.29%-555.2pp |
| Employer contribution / active EE | $527 | $3,069-82.8% | $2,731-80.7% | $4,660-88.7% |
| Participant deferral / active EE | $1,400 | $4,783-70.7% | $4,000-65.0% | $6,688-79.1% |
| Admin fee / account holder | $1,105 | $5,539-80.0% | $3,998-72.4% | $13,397-91.8% |