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 | $61,054 | $54,705+11.6% | $71,209-14.3% | $84,808-28.0% |
| Participation rate | 55.3% | 64.1%-8.8pp | 73.8%-18.5pp | 68.3%-13.0pp |
| Annual return | 20.60% | 35.90%-15.3pp | 282.51%-261.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,315 | $2,158+7.3% | $2,721-14.9% | $2,631-12.0% |
| Participant deferral / active EE | $4,654 | $3,030+53.6% | $4,175+11.5% | $4,212+10.5% |
| Admin fee / account holder | $7,820 | $4,863+60.8% | $5,349+46.2% | $7,344+6.5% |