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 | $986 | $99,877-99.0% | $84,966-98.8% | $145,922-99.3% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | -6.46% | 83.76%-90.2pp | 66.38%-72.8pp | 561.29%-567.7pp |
| Employer contribution / active EE | $792 | $3,231-75.5% | $2,727-71.0% | $4,660-83.0% |
| Participant deferral / active EE | $928 | $5,291-82.5% | $4,519-79.5% | $6,688-86.1% |
| Admin fee / account holder | $4,821 | $7,248-33.5% | $6,149-21.6% | $13,397-64.0% |