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 | $17,901 | $118,427-84.9% | $66,042-72.9% | $142,382-87.4% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 16.75% | 35.57%-18.8pp | 52.11%-35.4pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,257 | $2,570-12.2% | $1,579+42.9% | $4,299-47.5% |
| Participant deferral / active EE | $6,576 | $4,311+52.5% | $2,835+131.9% | $6,507+1.1% |
| Admin fee / account holder | $4,343 | $9,593-54.7% | $5,747-24.4% | $12,624-65.6% |