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 | $84,199 | $76,670+9.8% | $96,683-12.9% | $71,457+17.8% |
| Participation rate | 65.4% | 66.6%-1.2pp | 74.3%-9.0pp | 67.9%-2.5pp |
| Annual return | 0.00% | 48.29%-48.3pp | 35.69%-35.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $2,707 | $3,031-10.7% | $3,737-27.6% | $2,588+4.6% |
| Participant deferral / active EE | $6,442 | $3,771+70.8% | $4,878+32.1% | $4,289+50.2% |
| Admin fee / account holder | $6,129 | $2,028+202.2% | $6,730-8.9% | $1,587+286.1% |