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 | $100,970-98.6% | $96,576-98.6% | $137,256-99.0% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 11.65% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,642 | $3,809-56.9% | $3,553-53.8% | $4,156-60.5% |
| Participant deferral / active EE | $6,243 | $8,286-24.7% | $7,956-21.5% | $6,407-2.6% |
| Admin fee / account holder | $6,332 | $11,312-44.0% | $11,381-44.4% | $12,270-48.4% |