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 | $32,871 | $86,922-62.2% | $102,438-67.9% | $80,874-59.4% |
| Participation rate | 37.0% | 72.4%-35.3pp | 76.5%-39.5pp | 67.6%-30.6pp |
| Annual return | 13.37% | 18.90%-5.5pp | 29.37%-16.0pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,080 | $2,369-54.4% | $3,024-64.3% | $2,756-60.8% |
| Participant deferral / active EE | $1,868 | $4,119-54.6% | $5,054-63.0% | $4,297-56.5% |
| Admin fee / account holder | $4,232 | $8,050-47.4% | $9,448-55.2% | $6,935-39.0% |