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 | $46,845 | $76,738-39.0% | $56,411-17.0% | $145,922-67.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 13.74% | 2994.23%-2980.5pp | 1701.33%-1687.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $668 | $1,380-51.6% | $1,039-35.7% | $4,660-85.7% |
| Participant deferral / active EE | $1,473 | $2,623-43.8% | $1,952-24.5% | $6,688-78.0% |
| Admin fee / account holder | $581 | $3,334-82.6% | $2,829-79.5% | $13,397-95.7% |