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 | $11,954 | $111,535-89.3% | $105,223-88.6% | $137,256-91.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 26.67% | 237.85%-211.2pp | 180.65%-154.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $4,408 | $3,939+11.9% | $3,689+19.5% | $4,156+6.1% |
| Participant deferral / active EE | $6,909 | $5,500+25.6% | $5,072+36.2% | $6,407+7.8% |
| Admin fee / account holder | $4,190 | $9,721-56.9% | $8,859-52.7% | $12,270-65.9% |