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 | $42,063 | $159,602-73.6% | $150,045-72.0% | $142,382-70.5% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,187 | $4,961-55.9% | $4,693-53.4% | $4,299-49.1% |
| Participant deferral / active EE | $7,677 | $8,310-7.6% | $7,997-4.0% | $6,507+18.0% |
| Admin fee / account holder | $716 | $14,846-95.2% | $13,435-94.7% | $12,624-94.3% |