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 | $24,998 | $80,717-69.0% | $154,803-83.9% | $84,808-70.5% |
| Participation rate | 67.4% | 66.8%+0.6pp | 78.1%-10.6pp | 68.3%-0.9pp |
| Annual return | 14.82% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,208 | $2,761-56.3% | $4,305-72.0% | $2,631-54.1% |
| Participant deferral / active EE | $1,336 | $3,303-59.5% | $5,540-75.9% | $4,212-68.3% |
| Admin fee / account holder | $2,327 | $6,746-65.5% | $14,329-83.8% | $7,344-68.3% |