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 | $63,766 | $79,171-19.5% | $102,423-37.7% | $74,495-14.4% |
| Participation rate | 55.1% | 74.8%-19.7pp | 76.5%-21.3pp | 67.2%-12.1pp |
| Annual return | 15.47% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,790 | $2,362-24.2% | $3,023-40.8% | $2,623-31.8% |
| Participant deferral / active EE | $3,260 | $4,415-26.2% | $5,053-35.5% | $4,346-25.0% |
| Admin fee / account holder | $9,693 | $2,001+384.5% | $9,451+2.6% | $1,942+399.2% |