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 | $38,011 | $94,625-59.8% | $116,228-67.3% | $84,808-55.2% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.6%-9.6pp | 68.3%-3.3pp |
| Annual return | 30.23% | 20.40%+9.8pp | 90.06%-59.8pp | 40.90%-10.7pp |
| Employer contribution / active EE | $5,212 | $2,347+122.1% | $2,994+74.1% | $2,631+98.1% |
| Participant deferral / active EE | $9,274 | $3,972+133.5% | $4,953+87.2% | $4,212+120.2% |
| Admin fee / account holder | $5,351 | $10,091-47.0% | $11,989-55.4% | $7,344-27.1% |