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 | $65,641 | $80,812-18.8% | $160,784-59.2% | $82,448-20.4% |
| Participation rate | 65.6% | 66.2%-0.6pp | 77.0%-11.3pp | 68.1%-2.4pp |
| Annual return | 0.00% | 100.59%-100.6pp | 1803.92%-1803.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $3,456 | $2,174+59.0% | $3,733-7.4% | $2,551+35.5% |
| Participant deferral / active EE | $5,794 | $4,335+33.7% | $6,293-7.9% | $4,139+40.0% |
| Admin fee / account holder | $491 | $7,695-93.6% | $9,717-94.9% | $7,234-93.2% |