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 | $18,773 | $177,572-89.4% | $154,803-87.9% | $142,382-86.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,735 | $4,810-22.4% | $4,305-13.2% | $4,299-13.1% |
| Participant deferral / active EE | $9,768 | $6,272+55.8% | $5,540+76.3% | $6,507+50.1% |
| Admin fee / account holder | $3,274 | $16,786-80.5% | $14,329-77.2% | $12,624-74.1% |