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 | $11,178 | $159,602-93.0% | $150,045-92.6% | $142,382-92.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 4.79% | 70.24%-65.4pp | 62.55%-57.8pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,573 | $4,961-68.3% | $4,693-66.5% | $4,299-63.4% |
| Participant deferral / active EE | $8,251 | $8,310-0.7% | $7,997+3.2% | $6,507+26.8% |
| Admin fee / account holder | $23,927 | $14,846+61.2% | $13,435+78.1% | $12,624+89.5% |