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 | $20,218 | $111,754-81.9% | $103,333-80.4% | $145,922-86.1% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 13.48% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,627 | $4,212-61.4% | $3,868-57.9% | $4,660-65.1% |
| Participant deferral / active EE | $5,441 | $5,619-3.2% | $5,057+7.6% | $6,688-18.6% |
| Admin fee / account holder | $1,530 | $9,750-84.3% | $8,355-81.7% | $13,397-88.6% |