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 | $46,067 | $80,673-42.9% | $101,326-54.5% | $84,808-45.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 81.5%-21.5pp | 68.3%-8.3pp |
| Annual return | 16.69% | 38.95%-22.3pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,107 | $2,698+15.2% | $3,665-15.2% | $2,631+18.1% |
| Participant deferral / active EE | $9,546 | $6,840+39.6% | $7,994+19.4% | $4,212+126.7% |
| Admin fee / account holder | $9,826 | $12,784-23.1% | $11,185-12.2% | $7,344+33.8% |