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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,062 | $109,413-87.1% | $156,263-91.0% | $84,808-83.4% |
| Participation rate | 52.0% | 72.7%-20.7pp | 78.9%-26.9pp | 68.3%-16.3pp |
| Annual return | 15.46% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,819 | $2,907-37.4% | $4,333-58.0% | $2,631-30.9% |
| Participant deferral / active EE | $679 | $4,590-85.2% | $6,158-89.0% | $4,212-83.9% |
| Admin fee / account holder | $30,907 | $9,357+230.3% | $14,255+116.8% | $7,344+320.9% |