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 | $26,482 | $183,592-85.6% | $155,567-83.0% | $145,959-81.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 77.40% | 61.24%+16.2pp | 64.74%+12.7pp | 561.95%-484.6pp |
| Employer contribution / active EE | $2,755 | $5,315-48.2% | $4,674-41.1% | $4,661-40.9% |
| Participant deferral / active EE | $9,283 | $6,464+43.6% | $5,628+65.0% | $6,689+38.8% |
| Admin fee / account holder | $1,262 | $19,318-93.5% | $15,916-92.1% | $13,398-90.6% |