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 | $51,638+86.4% | $68,368+40.8% | $82,448+16.8% |
| Participation rate | 46.2% | 63.6%-17.5pp | 73.8%-27.6pp | 68.1%-21.9pp |
| Annual return | 17.86% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,889 | $2,914+136.5% | $4,123+67.1% | $4,139+66.4% |
| Admin fee / account holder | $2,497 | $4,643-46.2% | $5,150-51.5% | $7,234-65.5% |