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 | $45,343-78.3% | $150,298-93.5% | $67,986-85.5% |
| Participation rate | 57.8% | 51.9%+5.9pp | 77.8%-20.0pp | 57.2%+0.6pp |
| Annual return | 80.05% | 33.28%+46.8pp | 62.79%+17.3pp | 31.67%+48.4pp |
| Employer contribution / active EE | $1,015 | $1,462-30.6% | $4,154-75.6% | $2,019-49.7% |
| Participant deferral / active EE | $1,652 | $2,055-19.6% | $5,453-69.7% | $3,358-50.8% |
| Admin fee / account holder | $601 | $2,250-73.3% | $14,116-95.7% | $3,203-81.2% |