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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,274 | $54,705+76.0% | $71,209+35.2% | $84,808+13.5% |
| Participation rate | 46.2% | 64.1%-17.9pp | 73.8%-27.6pp | 68.3%-22.2pp |
| Annual return | 17.86% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,889 | $3,030+127.3% | $4,175+65.0% | $4,212+63.6% |
| Admin fee / account holder | $2,497 | $4,863-48.7% | $5,349-53.3% | $7,344-66.0% |