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 | $68,444 | $159,602-57.1% | $150,045-54.4% | $142,382-51.9% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 17.13% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,937 | $4,961-40.8% | $4,693-37.4% | $4,299-31.7% |
| Participant deferral / active EE | $5,139 | $8,310-38.2% | $7,997-35.7% | $6,507-21.0% |
| Admin fee / account holder | $2,831 | $14,846-80.9% | $13,435-78.9% | $12,624-77.6% |