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 | $181,749 | $72,400+151.0% | $67,502+169.2% | $145,922+24.6% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 20.26% | 7182.46%-7162.2pp | 3512.12%-3491.9pp | 561.29%-541.0pp |
| Employer contribution / active EE | $828 | $3,069-73.0% | $2,731-69.7% | $4,660-82.2% |
| Participant deferral / active EE | $943 | $4,783-80.3% | $4,000-76.4% | $6,688-85.9% |
| Admin fee / account holder | $2,504 | $5,539-54.8% | $3,998-37.4% | $13,397-81.3% |