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 | $34,932-67.6% | $56,441-80.0% | $74,546-84.8% |
| Participation rate | 11.7% | 32.9%-21.2pp | 52.5%-40.8pp | 67.2%-55.5pp |
| Annual return | 14.02% | 24.90%-10.9pp | 1704.21%-1690.2pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $334 | $608-45.1% | $1,039-67.8% | $2,624-87.3% |
| Participant deferral / active EE | $351 | $1,173-70.1% | $1,953-82.0% | $4,347-91.9% |
| Admin fee / account holder | $342 | $2,359-85.5% | $2,829-87.9% | $1,944-82.4% |