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 | $162,881 | $183,592-11.3% | $155,567+4.7% | $145,959+11.6% |
| Participation rate | 52.6% | 82.7%-30.0pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 12.02% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,451 | $5,315-53.9% | $4,674-47.6% | $4,661-47.4% |
| Participant deferral / active EE | $3,760 | $6,464-41.8% | $5,628-33.2% | $6,689-43.8% |
| Admin fee / account holder | $1,336 | $19,318-93.1% | $15,916-91.6% | $13,398-90.0% |