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 | $22,182 | $108,919-79.6% | $100,391-77.9% | $145,922-84.8% |
| Participation rate | 45.5% | 82.9%-37.5pp | 81.5%-36.0pp | 80.3%-34.8pp |
| Annual return | 19.15% | 57.88%-38.7pp | 49.20%-30.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,041 | $4,419-76.4% | $3,942-73.6% | $4,660-77.7% |
| Participant deferral / active EE | $4,813 | $8,445-43.0% | $8,082-40.5% | $6,688-28.0% |
| Admin fee / account holder | $1,641 | $9,689-83.1% | $7,899-79.2% | $13,397-87.8% |