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 | $1,872 | $68,097-97.3% | $62,929-97.0% | $137,256-98.6% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 6.01% | 1859.11%-1853.1pp | 1063.93%-1057.9pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,474 | $2,811-47.6% | $2,505-41.1% | $4,156-64.5% |
| Participant deferral / active EE | $2,026 | $4,553-55.5% | $3,888-47.9% | $6,407-68.4% |
| Admin fee / account holder | $1,631 | $6,521-75.0% | $5,065-67.8% | $12,270-86.7% |