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 | $31,339 | $99,877-68.6% | $84,966-63.1% | $145,922-78.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 17.32% | 83.76%-66.4pp | 66.38%-49.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $871 | $3,231-73.1% | $2,727-68.1% | $4,660-81.3% |
| Participant deferral / active EE | $10,885 | $5,291+105.7% | $4,519+140.8% | $6,688+62.8% |
| Admin fee / account holder | $451 | $7,248-93.8% | $6,149-92.7% | $13,397-96.6% |