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 | $11,304 | $34,934-67.6% | $56,411-80.0% | $74,495-84.8% |
| Participation rate | 11.7% | 32.8%-21.1pp | 52.5%-40.8pp | 67.2%-55.5pp |
| Annual return | 14.02% | 25.94%-11.9pp | 1701.33%-1687.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $334 | $609-45.1% | $1,039-67.8% | $2,623-87.3% |
| Participant deferral / active EE | $351 | $1,170-70.0% | $1,952-82.0% | $4,346-91.9% |
| Admin fee / account holder | $342 | $2,364-85.5% | $2,829-87.9% | $1,942-82.4% |