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 | $35,871 | $109,413-67.2% | $156,263-77.0% | $84,808-57.7% |
| Participation rate | 68.6% | 72.7%-4.1pp | 78.9%-10.3pp | 68.3%+0.3pp |
| Annual return | 25.50% | 20.18%+5.3pp | 59.47%-34.0pp | 40.90%-15.4pp |
| Employer contribution / active EE | $3,054 | $2,907+5.1% | $4,333-29.5% | $2,631+16.1% |
| Participant deferral / active EE | $6,108 | $4,590+33.1% | $6,158-0.8% | $4,212+45.0% |
| Admin fee / account holder | $30,638 | $9,357+227.4% | $14,255+114.9% | $7,344+317.2% |