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 | $30,212 | $58,208-48.1% | $81,812-63.1% | $80,856-62.6% |
| Participation rate | 58.7% | 63.4%-4.7pp | 72.3%-13.6pp | 67.6%-8.9pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,412 | $2,340-39.7% | $2,912-51.5% | $2,755-48.7% |
| Participant deferral / active EE | $2,559 | $3,281-22.0% | $4,319-40.8% | $4,296-40.4% |
| Admin fee / account holder | $1,213 | $4,981-75.6% | $7,386-83.6% | $6,918-82.5% |