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 | $12,418 | $100,773-87.7% | $88,946-86.0% | $142,382-91.3% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 21.99% | 70.18%-48.2pp | 57.82%-35.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $596 | $2,918-79.6% | $2,555-76.7% | $4,299-86.1% |
| Participant deferral / active EE | $918 | $5,230-82.5% | $4,581-80.0% | $6,507-85.9% |
| Admin fee / account holder | $657 | $9,693-93.2% | $8,261-92.0% | $12,624-94.8% |