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 | $55,534 | $95,803-42.0% | $113,168-50.9% | $84,808-34.5% |
| Participation rate | 34.1% | 72.9%-38.8pp | 76.6%-42.5pp | 68.3%-34.2pp |
| Annual return | 15.28% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,096 | $2,360-53.6% | $2,975-63.2% | $2,631-58.4% |
| Participant deferral / active EE | $2,034 | $4,242-52.1% | $5,107-60.2% | $4,212-51.7% |
| Admin fee / account holder | $430 | $8,989-95.2% | $12,068-96.4% | $7,344-94.1% |