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 | $11,447 | $95,266-88.0% | $82,389-86.1% | $142,382-92.0% |
| Participation rate | 53.3% | 74.5%-21.1pp | 69.5%-16.2pp | 80.1%-26.8pp |
| Annual return | 25.48% | 25.74%-0.3pp | 28.67%-3.2pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,822 | $2,991-39.1% | $2,517-27.6% | $4,299-57.6% |
| Participant deferral / active EE | $1,875 | $4,809-61.0% | $4,155-54.9% | $6,507-71.2% |
| Admin fee / account holder | $469 | $8,563-94.5% | $7,231-93.5% | $12,624-96.3% |