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 | $40,409 | $177,572-77.2% | $154,803-73.9% | $142,382-71.6% |
| Participation rate | 21.4% | 82.1%-60.6pp | 78.1%-56.6pp | 80.1%-58.7pp |
| Annual return | 25.09% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $922 | $4,810-80.8% | $4,305-78.6% | $4,299-78.6% |
| Participant deferral / active EE | $2,295 | $6,272-63.4% | $5,540-58.6% | $6,507-64.7% |
| Admin fee / account holder | $2,211 | $16,786-86.8% | $14,329-84.6% | $12,624-82.5% |