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 | $30,766 | $91,407-66.3% | $135,903-77.4% | $71,457-56.9% |
| Participation rate | 46.9% | 75.7%-28.7pp | 81.9%-35.0pp | 67.9%-21.0pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.23%-68.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,415 | $7,092-51.9% | $7,758-56.0% | $4,289-20.4% |
| Admin fee / account holder | $841 | $1,266-33.6% | $10,762-92.2% | $1,587-47.0% |