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 | $20,678 | $49,915-58.6% | $154,803-86.6% | $74,304-72.2% |
| Participation rate | 51.8% | 54.0%-2.1pp | 78.1%-26.2pp | 60.3%-8.5pp |
| Annual return | 0.00% | 34.06%-34.1pp | 58.88%-58.9pp | 29.43%-29.4pp |
| Employer contribution / active EE | $423 | $1,611-73.8% | $4,305-90.2% | $2,241-81.1% |
| Participant deferral / active EE | $1,500 | $2,255-33.5% | $5,540-72.9% | $3,767-60.2% |
| Admin fee / account holder | $749 | $2,189-65.8% | $14,329-94.8% | $2,969-74.8% |