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 | $14,204 | $97,750-85.5% | $103,464-86.3% | $145,959-90.3% |
| Participation rate | 28.6% | 81.1%-52.5pp | 80.5%-51.9pp | 80.3%-51.7pp |
| Annual return | 14.58% | 25.43%-10.8pp | 23.91%-9.3pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,836 | $4,685-60.8% | $4,677-60.7% | $4,661-60.6% |
| Participant deferral / active EE | $2,562 | $6,603-61.2% | $6,624-61.3% | $6,689-61.7% |
| Admin fee / account holder | $2,431 | $12,515-80.6% | $9,410-74.2% | $13,398-81.9% |