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 | $8,383 | $76,738-89.1% | $56,411-85.1% | $145,922-94.3% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 13.07% | 2994.23%-2981.2pp | 1701.33%-1688.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,954 | $1,380+331.5% | $1,039+473.2% | $4,660+27.8% |
| Participant deferral / active EE | $7,162 | $2,623+173.1% | $1,952+266.9% | $6,688+7.1% |
| Admin fee / account holder | $7,523 | $3,334+125.7% | $2,829+166.0% | $13,397-43.8% |