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 | $21,388 | $55,415-61.4% | $155,509-86.2% | $74,495-71.3% |
| Participation rate | 30.3% | 61.9%-31.6pp | 78.2%-47.9pp | 67.2%-36.9pp |
| Annual return | 22.56% | 268.50%-245.9pp | 64.67%-42.1pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,477 | $2,836-47.9% | $5,626-73.7% | $4,346-66.0% |
| Admin fee / account holder | $811 | $1,738-53.4% | $15,912-94.9% | $1,942-58.2% |