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 | $5,382 | $61,280-91.2% | $69,780-92.3% | $84,808-93.7% |
| Participation rate | 51.6% | 73.6%-22.0pp | 79.3%-27.7pp | 68.3%-16.7pp |
| Annual return | 15.22% | 12.93%+2.3pp | 26.31%-11.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $432 | $3,577-87.9% | $4,168-89.6% | $2,631-83.6% |
| Participant deferral / active EE | $1,383 | $3,756-63.2% | $6,164-77.6% | $4,212-67.2% |
| Admin fee / account holder | $1,629 | $6,026-73.0% | $7,285-77.6% | $7,344-77.8% |