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 | $10,378 | $169,032-93.9% | $129,207-92.0% | $145,922-92.9% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 21.66% | 14330.11%-14308.5pp | 9417.33%-9395.7pp | 561.29%-539.6pp |
| Employer contribution / active EE | $1,769 | $5,537-68.1% | $4,153-57.4% | $4,660-62.0% |
| Participant deferral / active EE | $2,629 | $4,987-47.3% | $4,168-36.9% | $6,688-60.7% |
| Admin fee / account holder | $1,200 | $9,954-88.0% | $7,715-84.5% | $13,397-91.0% |