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 | $229,130 | $56,199+307.7% | $67,652+238.7% | $59,632+284.2% |
| Participation rate | 34.5% | 71.5%-37.0pp | 75.7%-41.2pp | 68.7%-34.2pp |
| Annual return | 0.48% | 18505.31%-18504.8pp | 6625.04%-6624.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,430 | $2,844+20.6% | $3,560-3.7% | $3,192+7.5% |
| Admin fee / account holder | $810 | $3,958-79.5% | $4,821-83.2% | $4,297-81.1% |