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 | $13,405 | $127,065-89.5% | $113,168-88.2% | $142,382-90.6% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 15.54% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,319 | $3,442-61.7% | $2,975-55.7% | $4,299-69.3% |
| Participant deferral / active EE | $4,746 | $5,716-17.0% | $5,107-7.1% | $6,507-27.1% |
| Admin fee / account holder | $105,055 | $15,736+567.6% | $12,068+770.5% | $12,624+732.2% |