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 | $22,500 | $169,161-86.7% | $129,295-82.6% | $145,959-84.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 17.38% | 14348.07%-14330.7pp | 9429.28%-9411.9pp | 561.95%-544.6pp |
| Employer contribution / active EE | $872 | $5,543-84.3% | $4,157-79.0% | $4,661-81.3% |
| Participant deferral / active EE | $3,112 | $4,989-37.6% | $4,169-25.4% | $6,689-53.5% |
| Admin fee / account holder | $1,101 | $9,878-88.9% | $7,665-85.6% | $13,398-91.8% |