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 | $9,839 | $49,915-80.3% | $154,803-93.6% | $74,304-86.8% |
| Participation rate | 57.8% | 54.0%+3.8pp | 78.1%-20.3pp | 60.3%-2.6pp |
| Annual return | 80.05% | 34.06%+46.0pp | 58.88%+21.2pp | 29.43%+50.6pp |
| Employer contribution / active EE | $1,015 | $1,611-37.0% | $4,305-76.4% | $2,241-54.7% |
| Participant deferral / active EE | $1,652 | $2,255-26.7% | $5,540-70.2% | $3,767-56.1% |
| Admin fee / account holder | $601 | $2,189-72.5% | $14,329-95.8% | $2,969-79.8% |