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 | $111,814-78.2% | $103,374-76.4% | $145,959-83.3% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 19.03% | 24.77%-5.7pp | 24.89%-5.9pp | 561.95%-542.9pp |
| Employer contribution / active EE | $1,971 | $4,214-53.2% | $3,869-49.1% | $4,661-57.7% |
| Participant deferral / active EE | $6,145 | $5,618+9.4% | $5,058+21.5% | $6,689-8.1% |
| Admin fee / account holder | $316 | $9,754-96.8% | $8,394-96.2% | $13,398-97.6% |