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 | $20,069 | $55,415-63.8% | $155,509-87.1% | $74,495-73.1% |
| Participation rate | 17.6% | 61.9%-44.3pp | 78.2%-60.6pp | 67.2%-49.6pp |
| Annual return | 15.97% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $860 | $2,836-69.7% | $5,626-84.7% | $4,346-80.2% |
| Admin fee / account holder | $12,932 | $1,738+644.0% | $15,912-18.7% | $1,942+566.0% |