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 | $17,279 | $111,814-84.5% | $103,374-83.3% | $145,959-88.2% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 14.70% | 24.77%-10.1pp | 24.89%-10.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,554 | $4,214-63.1% | $3,869-59.8% | $4,661-66.7% |
| Participant deferral / active EE | $3,345 | $5,618-40.5% | $5,058-33.9% | $6,689-50.0% |
| Admin fee / account holder | $383 | $9,754-96.1% | $8,394-95.4% | $13,398-97.1% |