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 | $56,112 | $88,672-36.7% | $105,223-46.7% | $82,448-31.9% |
| Participation rate | 23.8% | 67.9%-44.1pp | 75.0%-51.2pp | 68.1%-44.3pp |
| Annual return | 22.47% | 30.86%-8.4pp | 180.65%-158.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,187 | $3,048-61.1% | $3,689-67.8% | $2,551-53.5% |
| Participant deferral / active EE | $2,920 | $4,036-27.7% | $5,072-42.4% | $4,139-29.5% |
| Admin fee / account holder | $791 | $7,146-88.9% | $8,859-91.1% | $7,234-89.1% |