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 | $31,973 | $111,814-71.4% | $103,374-69.1% | $145,959-78.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 15.04% | 24.77%-9.7pp | 24.89%-9.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $3,127 | $4,214-25.8% | $3,869-19.2% | $4,661-32.9% |
| Participant deferral / active EE | $9,370 | $5,618+66.8% | $5,058+85.3% | $6,689+40.1% |
| Admin fee / account holder | $17,426 | $9,754+78.7% | $8,394+107.6% | $13,398+30.1% |