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 | $23,032 | $183,519-87.5% | $155,509-85.2% | $145,922-84.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.83% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,503 | $5,313-71.7% | $4,672-67.8% | $4,660-67.8% |
| Participant deferral / active EE | $4,393 | $6,462-32.0% | $5,626-21.9% | $6,688-34.3% |
| Admin fee / account holder | $2,225 | $19,313-88.5% | $15,912-86.0% | $13,397-83.4% |