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 | $7,567 | $70,606-89.3% | $53,898-86.0% | $142,382-94.7% |
| Participation rate | 56.5% | 63.7%-7.2pp | 55.0%+1.6pp | 80.1%-23.6pp |
| Annual return | 0.00% | 619.81%-619.8pp | 528.60%-528.6pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,457 | $1,202+21.2% | $932+56.3% | $4,299-66.1% |
| Participant deferral / active EE | $1,716 | $2,364-27.4% | $1,826-6.0% | $6,507-73.6% |
| Admin fee / account holder | $575 | $2,852-79.8% | $2,491-76.9% | $12,624-95.4% |