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 | $160,562 | $158,398+1.4% | $126,539+26.9% | $142,382+12.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 22.31% | 593.76%-571.4pp | 425.95%-403.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $23,250 | $4,650+400.0% | $3,674+532.8% | $4,299+440.8% |
| Participant deferral / active EE | $11,750 | $4,767+146.5% | $4,083+187.8% | $6,507+80.6% |
| Admin fee / account holder | $895 | $6,918-87.1% | $6,065-85.2% | $12,624-92.9% |