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 | $72,396+151.0% | $67,511+169.2% | $145,959+24.5% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 20.26% | 7194.07%-7173.8pp | 3517.41%-3497.1pp | 561.95%-541.7pp |
| Employer contribution / active EE | $828 | $3,071-73.0% | $2,733-69.7% | $4,661-82.2% |
| Participant deferral / active EE | $943 | $4,781-80.3% | $4,000-76.4% | $6,689-85.9% |
| Admin fee / account holder | $2,504 | $5,538-54.8% | $3,999-37.4% | $13,398-81.3% |