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 | $13,335 | $80,717-83.5% | $154,803-91.4% | $84,808-84.3% |
| Participation rate | 40.4% | 66.8%-26.4pp | 78.1%-37.6pp | 68.3%-27.9pp |
| Annual return | 33.75% | 37.96%-4.2pp | 58.88%-25.1pp | 40.90%-7.1pp |
| Employer contribution / active EE | $864 | $2,761-68.7% | $4,305-79.9% | $2,631-67.2% |
| Participant deferral / active EE | $1,365 | $3,303-58.7% | $5,540-75.4% | $4,212-67.6% |
| Admin fee / account holder | $351 | $6,746-94.8% | $14,329-97.6% | $7,344-95.2% |