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 | $85,194 | $159,602-46.6% | $150,045-43.2% | $142,382-40.2% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.3%-21.2pp | 80.1%-19.0pp |
| Annual return | 16.12% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,834 | $4,961-63.0% | $4,693-60.9% | $4,299-57.3% |
| Participant deferral / active EE | $4,631 | $8,310-44.3% | $7,997-42.1% | $6,507-28.8% |
| Admin fee / account holder | $3,048 | $14,846-79.5% | $13,435-77.3% | $12,624-75.9% |