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 | $47,618 | $48,750-2.3% | $88,946-46.5% | $74,304-35.9% |
| Participation rate | 64.3% | 44.5%+19.9pp | 68.8%-4.5pp | 60.3%+4.0pp |
| Annual return | 26.40% | 25.91%+0.5pp | 57.82%-31.4pp | 29.43%-3.0pp |
| Employer contribution / active EE | $2,103 | $1,255+67.5% | $2,555-17.7% | $2,241-6.2% |
| Participant deferral / active EE | $5,552 | $2,423+129.1% | $4,581+21.2% | $3,767+47.4% |
| Admin fee / account holder | $7,642 | $3,756+103.5% | $8,261-7.5% | $2,969+157.4% |