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 | $1,372 | $106,584-98.7% | $101,326-98.6% | $142,382-99.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 11.65% | 36.93%-25.3pp | 36.82%-25.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,642 | $3,956-58.5% | $3,665-55.2% | $4,299-61.8% |
| Participant deferral / active EE | $6,243 | $8,297-24.8% | $7,994-21.9% | $6,507-4.1% |
| Admin fee / account holder | $6,332 | $11,446-44.7% | $11,185-43.4% | $12,624-49.8% |