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 | $138,669 | $74,888+85.2% | $71,209+94.7% | $142,382-2.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 519.78% | 345.14%+174.6pp | 282.51%+237.3pp | 217.08%+302.7pp |
| Employer contribution / active EE | $1,561 | $2,854-45.3% | $2,721-42.6% | $4,299-63.7% |
| Participant deferral / active EE | $10,573 | $4,454+137.4% | $4,175+153.2% | $6,507+62.5% |
| Admin fee / account holder | $4,877 | $5,568-12.4% | $5,349-8.8% | $12,624-61.4% |