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 | $116,171 | $101,724+14.2% | $164,813-29.5% | $80,856+43.7% |
| Participation rate | 65.3% | 71.8%-6.5pp | 78.6%-13.3pp | 67.6%-2.3pp |
| Annual return | 12.50% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,679 | $2,953+58.4% | $4,341+7.8% | $2,755+69.9% |
| Participant deferral / active EE | $7,608 | $4,477+69.9% | $6,031+26.1% | $4,296+77.1% |
| Admin fee / account holder | $197,547 | $8,227+2301.1% | $12,690+1456.7% | $6,918+2755.6% |