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 | $70,653 | $59,417+18.9% | $93,606-24.5% | $74,495-5.2% |
| Participation rate | 49.5% | 59.7%-10.1pp | 68.7%-19.2pp | 67.2%-17.7pp |
| Annual return | 13.14% | 81.83%-68.7pp | 133.20%-120.1pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $386 | $1,264-69.4% | $2,420-84.0% | $2,623-85.3% |
| Participant deferral / active EE | $1,908 | $3,050-37.5% | $4,411-56.8% | $4,346-56.1% |
| Admin fee / account holder | $1,191 | $3,021-60.6% | $8,285-85.6% | $1,942-38.6% |