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 | $5,771 | $29,667-80.5% | $56,441-89.8% | $80,874-92.9% |
| Participation rate | 46.2% | 41.7%+4.5pp | 52.5%-6.3pp | 67.6%-21.5pp |
| Annual return | 14.50% | 35.22%-20.7pp | 1704.21%-1689.7pp | 35.62%-21.1pp |
| Employer contribution / active EE | $534 | $669-20.2% | $1,039-48.6% | $2,756-80.6% |
| Participant deferral / active EE | $1,000 | $1,227-18.5% | $1,953-48.8% | $4,297-76.7% |
| Admin fee / account holder | $790 | $2,429-67.5% | $2,829-72.1% | $6,935-88.6% |