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 | $19,128 | $57,016-66.5% | $84,966-77.5% | $80,856-76.3% |
| Participation rate | 45.0% | 56.3%-11.3pp | 67.5%-22.5pp | 67.6%-22.6pp |
| Annual return | 30.12% | 21.66%+8.5pp | 66.38%-36.3pp | 35.59%-5.5pp |
| Employer contribution / active EE | $1,682 | $1,798-6.4% | $2,727-38.3% | $2,755-38.9% |
| Participant deferral / active EE | $2,993 | $3,110-3.8% | $4,519-33.8% | $4,296-30.3% |
| Admin fee / account holder | $824 | $4,980-83.4% | $6,149-86.6% | $6,918-88.1% |