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 | $187,198 | $154,228+21.4% | $145,433+28.7% | $137,256+36.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 26.73% | 74.59%-47.9pp | 66.58%-39.8pp | 220.34%-193.6pp |
| Employer contribution / active EE | $9,375 | $4,804+95.2% | $4,554+105.8% | $4,156+125.6% |
| Participant deferral / active EE | $15,688 | $8,216+90.9% | $7,897+98.6% | $6,407+144.9% |
| Admin fee / account holder | $2,372 | $14,344-83.5% | $13,129-81.9% | $12,270-80.7% |