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 | $1,899 | $172,111-98.9% | $150,298-98.7% | $137,256-98.6% |
| Participation rate | 31.3% | 81.7%-50.5pp | 77.8%-46.5pp | 80.0%-48.7pp |
| Annual return | -66.21% | 69.37%-135.6pp | 62.79%-129.0pp | 220.34%-286.5pp |
| Employer contribution / active EE | $1,160 | $4,636-75.0% | $4,154-72.1% | $4,156-72.1% |
| Participant deferral / active EE | $1,638 | $6,166-73.4% | $5,453-70.0% | $6,407-74.4% |
| Admin fee / account holder | $763 | $16,471-95.4% | $14,116-94.6% | $12,270-93.8% |