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 | $26,106 | $201,272-87.0% | $184,203-85.8% | $145,922-82.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 22.93% | 29.00%-6.1pp | 28.81%-5.9pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,926 | $7,022-72.6% | $6,427-70.0% | $4,660-58.7% |
| Participant deferral / active EE | $3,132 | $9,806-68.1% | $9,131-65.7% | $6,688-53.2% |
| Admin fee / account holder | $4,306 | $16,364-73.7% | $13,901-69.0% | $13,397-67.9% |