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 | $77,039 | $89,355-13.8% | $141,162-45.4% | $72,985+5.6% |
| Participation rate | 17.1% | 75.1%-58.0pp | 82.5%-65.4pp | 69.5%-52.4pp |
| Annual return | 21.52% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,419 | $5,418+73.8% | $6,709+40.4% | $3,607+161.1% |
| Admin fee / account holder | $1,384 | $5,958-76.8% | $10,261-86.5% | $5,124-73.0% |