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 | $8,926 | $29,548-69.8% | $56,411-84.2% | $77,643-88.5% |
| Participation rate | 23.7% | 32.7%-9.0pp | 52.5%-28.8pp | 70.6%-46.9pp |
| Annual return | 15.33% | 19.01%-3.7pp | 1701.33%-1686.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $574 | $568+1.1% | $1,039-44.7% | $2,726-78.9% |
| Participant deferral / active EE | $1,152 | $1,061+8.6% | $1,952-41.0% | $4,647-75.2% |
| Admin fee / account holder | $574 | $1,046-45.1% | $2,829-79.7% | $430+33.4% |