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 | $20,885 | $183,519-88.6% | $155,509-86.6% | $145,922-85.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.35% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,803 | $5,313-66.1% | $4,672-61.4% | $4,660-61.3% |
| Participant deferral / active EE | $2,195 | $6,462-66.0% | $5,626-61.0% | $6,688-67.2% |
| Admin fee / account holder | $705 | $19,313-96.3% | $15,912-95.6% | $13,397-94.7% |