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 | $154,147 | $99,921+54.3% | $85,009+81.3% | $145,959+5.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 33.87% | 83.89%-50.0pp | 66.47%-32.6pp | 561.95%-528.1pp |
| Employer contribution / active EE | $21,750 | $3,233+572.8% | $2,728+697.2% | $4,661+366.7% |
| Participant deferral / active EE | $11,500 | $5,293+117.3% | $4,522+154.3% | $6,689+71.9% |
| Admin fee / account holder | $920 | $7,252-87.3% | $6,153-85.0% | $13,398-93.1% |