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 | $17,949 | $51,576-65.2% | $129,207-86.1% | $80,856-77.8% |
| Participation rate | 65.6% | 57.0%+8.6pp | 69.6%-4.0pp | 67.6%-2.0pp |
| Annual return | 14.21% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,303 | $2,669-51.2% | $4,168-68.7% | $4,296-69.7% |
| Admin fee / account holder | $1,982 | $4,305-54.0% | $7,715-74.3% | $6,918-71.4% |