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 | $24,372 | $111,754-78.2% | $103,333-76.4% | $145,922-83.3% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 19.03% | 24.77%-5.7pp | 24.88%-5.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,971 | $4,212-53.2% | $3,868-49.0% | $4,660-57.7% |
| Participant deferral / active EE | $6,145 | $5,619+9.4% | $5,057+21.5% | $6,688-8.1% |
| Admin fee / account holder | $316 | $9,750-96.8% | $8,355-96.2% | $13,397-97.6% |