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 | $139,149 | $166,020-16.2% | $164,866-15.6% | $145,959-4.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.06% | 100.08%-88.0pp | 69.97%-57.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $18,450 | $5,275+249.8% | $4,343+324.9% | $4,661+295.9% |
| Participant deferral / active EE | $16,000 | $6,961+129.9% | $6,033+165.2% | $6,689+139.2% |
| Admin fee / account holder | $593 | $16,644-96.4% | $12,689-95.3% | $13,398-95.6% |