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 | $16,242 | $90,348-82.0% | $75,972-78.6% | $145,922-88.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 8.54% | 620.88%-612.3pp | 359.55%-351.0pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,039 | $3,311-38.4% | $2,685-24.1% | $4,660-56.2% |
| Participant deferral / active EE | $4,088 | $5,162-20.8% | $4,255-3.9% | $6,688-38.9% |
| Admin fee / account holder | $736 | $8,467-91.3% | $6,467-88.6% | $13,397-94.5% |