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 | $16,563 | $81,248-79.6% | $155,509-89.3% | $80,856-79.5% |
| Participation rate | 6.6% | 66.2%-59.7pp | 78.2%-71.6pp | 67.6%-61.1pp |
| Annual return | 18.84% | 33.31%-14.5pp | 64.67%-45.8pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,878 | $3,100-39.4% | $4,672-59.8% | $2,755-31.8% |
| Participant deferral / active EE | $3,154 | $3,452-8.6% | $5,626-43.9% | $4,296-26.6% |
| Admin fee / account holder | $5,095 | $7,997-36.3% | $15,912-68.0% | $6,918-26.4% |