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 | $45,900 | $172,111-73.3% | $150,298-69.5% | $137,256-66.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 108.15% | 69.37%+38.8pp | 62.79%+45.4pp | 220.34%-112.2pp |
| Employer contribution / active EE | $1,864 | $4,636-59.8% | $4,154-55.1% | $4,156-55.2% |
| Participant deferral / active EE | $9,660 | $6,166+56.7% | $5,453+77.2% | $6,407+50.8% |
| Admin fee / account holder | $320 | $16,471-98.1% | $14,116-97.7% | $12,270-97.4% |