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 | $76,949 | $70,606+9.0% | $53,898+42.8% | $142,382-46.0% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 21.52% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,600 | $1,202+199.5% | $932+286.2% | $4,299-16.3% |
| Participant deferral / active EE | $15,250 | $2,364+545.1% | $1,826+735.0% | $6,507+134.4% |
| Admin fee / account holder | $1,202 | $2,852-57.9% | $2,491-51.8% | $12,624-90.5% |