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 | $65,613 | $29,548+122.1% | $56,411+16.3% | $77,643-15.5% |
| Participation rate | 6.4% | 32.7%-26.3pp | 52.5%-46.1pp | 70.6%-64.2pp |
| Annual return | 0.00% | 19.01%-19.0pp | 1701.33%-1701.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $249 | $568-56.2% | $1,039-76.1% | $2,726-90.9% |
| Participant deferral / active EE | $398 | $1,061-62.5% | $1,952-79.6% | $4,647-91.4% |
| Admin fee / account holder | $18,954 | $1,046+1711.8% | $2,829+570.0% | $430+4303.7% |