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 | $50,309 | $183,592-72.6% | $155,567-67.7% | $145,959-65.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 26.37% | 61.24%-34.9pp | 64.74%-38.4pp | 561.95%-535.6pp |
| Employer contribution / active EE | $5,187 | $5,315-2.4% | $4,674+11.0% | $4,661+11.3% |
| Participant deferral / active EE | $5,111 | $6,464-20.9% | $5,628-9.2% | $6,689-23.6% |
| Admin fee / account holder | $359 | $19,318-98.1% | $15,916-97.7% | $13,398-97.3% |