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 | $202,817 | $165,984+22.2% | $164,813+23.1% | $145,922+39.0% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 8.81% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $4,554 | $5,273-13.6% | $4,341+4.9% | $4,660-2.3% |
| Participant deferral / active EE | $4,357 | $6,959-37.4% | $6,031-27.8% | $6,688-34.8% |
| Admin fee / account holder | $1,088 | $16,648-93.5% | $12,690-91.4% | $13,397-91.9% |