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 | $30,263 | $109,881-72.5% | $150,045-79.8% | $84,808-64.3% |
| Participation rate | 53.1% | 76.1%-23.0pp | 82.3%-29.2pp | 68.3%-15.2pp |
| Annual return | 23.42% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $3,709 | $3,561+4.2% | $4,693-21.0% | $2,631+41.0% |
| Participant deferral / active EE | $6,390 | $6,636-3.7% | $7,997-20.1% | $4,212+51.7% |
| Admin fee / account holder | $17,634 | $8,568+105.8% | $13,435+31.3% | $7,344+140.1% |