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 | $51,470 | $133,922-61.6% | $116,228-55.7% | $142,382-63.9% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.6%-19.6pp | 80.1%-25.1pp |
| Annual return | 17.54% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $863 | $3,446-75.0% | $2,994-71.2% | $4,299-79.9% |
| Participant deferral / active EE | $4,069 | $5,672-28.3% | $4,953-17.8% | $6,507-37.5% |
| Admin fee / account holder | $618 | $14,945-95.9% | $11,989-94.8% | $12,624-95.1% |