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 | $27,120 | $133,922-79.7% | $116,228-76.7% | $142,382-81.0% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.6%-9.6pp | 80.1%-15.1pp |
| Annual return | 19.46% | 147.76%-128.3pp | 90.06%-70.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,517 | $5,672-2.7% | $4,953+11.4% | $6,507-15.2% |
| Admin fee / account holder | $1,552 | $14,945-89.6% | $11,989-87.1% | $12,624-87.7% |