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 | $14,025 | $78,520-82.1% | $96,576-85.5% | $82,448-83.0% |
| Participation rate | 55.6% | 77.7%-22.2pp | 81.4%-25.9pp | 68.1%-12.5pp |
| Annual return | 437.99% | 41.30%+396.7pp | 38.47%+399.5pp | 41.64%+396.3pp |
| Employer contribution / active EE | $2,150 | $2,630-18.2% | $3,553-39.5% | $2,551-15.7% |
| Participant deferral / active EE | $7,784 | $6,754+15.3% | $7,956-2.2% | $4,139+88.1% |
| Admin fee / account holder | $27,249 | $13,455+102.5% | $11,381+139.4% | $7,234+276.7% |