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 | $20,458 | $114,381-82.1% | $107,525-81.0% | $142,382-85.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 27.86% | 242.71%-214.8pp | 181.32%-153.5pp | 217.08%-189.2pp |
| Employer contribution / active EE | $4,815 | $4,015+19.9% | $3,754+28.3% | $4,299+12.0% |
| Participant deferral / active EE | $9,233 | $5,564+65.9% | $5,116+80.5% | $6,507+41.9% |
| Admin fee / account holder | $933 | $9,860-90.5% | $8,919-89.5% | $12,624-92.6% |