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 | $70,756-97.4% | $65,493-97.1% | $142,382-98.7% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 6.01% | 1754.89%-1748.9pp | 982.45%-976.4pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,474 | $2,881-48.8% | $2,574-42.7% | $4,299-65.7% |
| Participant deferral / active EE | $2,026 | $4,637-56.3% | $3,961-48.9% | $6,507-68.9% |
| Admin fee / account holder | $1,631 | $6,559-75.1% | $5,028-67.6% | $12,624-87.1% |