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 | $21,525 | $87,870-75.5% | $113,168-81.0% | $74,304-71.0% |
| Participation rate | 45.6% | 70.7%-25.1pp | 76.6%-30.9pp | 60.3%-14.7pp |
| Annual return | 396.67% | 26.44%+370.2pp | 24.27%+372.4pp | 29.43%+367.2pp |
| Employer contribution / active EE | $1,318 | $2,277-42.1% | $2,975-55.7% | $2,241-41.2% |
| Participant deferral / active EE | $1,966 | $4,241-53.6% | $5,107-61.5% | $3,767-47.8% |
| Admin fee / account holder | $1,148 | $3,368-65.9% | $12,068-90.5% | $2,969-61.3% |