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.
Employer 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.)
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 | $1,639 | $74,888-97.8% | $71,209-97.7% | $142,382-98.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | -52.60% | 345.14%-397.7pp | 282.51%-335.1pp | 217.08%-269.7pp |
| Employer contribution / active EE | $181 | $2,854-93.7% | $2,721-93.4% | $4,299-95.8% |
| Participant deferral / active EE | $941 | $4,454-78.9% | $4,175-77.5% | $6,507-85.5% |
| Admin fee / account holder | $1,473 | $5,568-73.5% | $5,349-72.5% | $12,624-88.3% |