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 | $4,442 | $106,584-95.8% | $101,326-95.6% | $142,382-96.9% |
| Participation rate | 57.1% | 82.7%-25.5pp | 81.5%-24.4pp | 80.1%-23.0pp |
| Annual return | 9.16% | 36.93%-27.8pp | 36.82%-27.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,104 | $3,956-72.1% | $3,665-69.9% | $4,299-74.3% |
| Participant deferral / active EE | $5,620 | $8,297-32.3% | $7,994-29.7% | $6,507-13.6% |
| Admin fee / account holder | $20,279 | $11,446+77.2% | $11,185+81.3% | $12,624+60.6% |