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 | $47,578 | $114,381-58.4% | $107,525-55.8% | $142,382-66.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 35.82% | 242.71%-206.9pp | 181.32%-145.5pp | 217.08%-181.3pp |
| Employer contribution / active EE | $1,163 | $4,015-71.0% | $3,754-69.0% | $4,299-73.0% |
| Participant deferral / active EE | $4,000 | $5,564-28.1% | $5,116-21.8% | $6,507-38.5% |
| Admin fee / account holder | $322 | $9,860-96.7% | $8,919-96.4% | $12,624-97.4% |