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 | $53,130 | $106,115-49.9% | $85,969-38.2% | $125,391-57.6% |
| Participation rate | 54.5% | 84.1%-29.5pp | 76.5%-22.0pp | 83.2%-28.6pp |
| Annual return | 0.43% | 13.93%-13.5pp | 9.32%-8.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,510 | $4,537-66.7% | $3,474-56.5% | $4,866-69.0% |
| Participant deferral / active EE | $3,473 | $4,859-28.5% | $3,829-9.3% | $5,352-35.1% |
| Admin fee / account holder | $10,669 | $8,144+31.0% | $6,053+76.2% | $9,540+11.8% |