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 | $11,181 | $88,672-87.4% | $105,223-89.4% | $82,448-86.4% |
| Participation rate | 65.2% | 67.9%-2.8pp | 75.0%-9.9pp | 68.1%-2.9pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $816 | $3,048-73.2% | $3,689-77.9% | $2,551-68.0% |
| Participant deferral / active EE | $1,482 | $4,036-63.3% | $5,072-70.8% | $4,139-64.2% |
| Admin fee / account holder | $435 | $7,146-93.9% | $8,859-95.1% | $7,234-94.0% |