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 | $149,040+7.7% | $120,225+33.6% | $137,256+17.0% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 22.31% | 605.68%-583.4pp | 439.23%-416.9pp | 220.34%-198.0pp |
| Employer contribution / active EE | $23,250 | $4,350+434.5% | $3,475+569.0% | $4,156+459.4% |
| Participant deferral / active EE | $11,750 | $4,655+152.4% | $3,999+193.8% | $6,407+83.4% |
| Admin fee / account holder | $895 | $6,348-85.9% | $5,696-84.3% | $12,270-92.7% |