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 | $37,632 | $71,050-47.0% | $93,606-59.8% | $80,856-53.5% |
| Participation rate | 47.9% | 60.4%-12.5pp | 68.7%-20.8pp | 67.6%-19.7pp |
| Annual return | 71.53% | 11.26%+60.3pp | 133.20%-61.7pp | 35.59%+35.9pp |
| Employer contribution / active EE | $525 | $1,564-66.4% | $2,420-78.3% | $2,755-80.9% |
| Participant deferral / active EE | $3,987 | $4,034-1.2% | $4,411-9.6% | $4,296-7.2% |
| Admin fee / account holder | $13,115 | $6,945+88.9% | $8,285+58.3% | $6,918+89.6% |