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 | $25,976 | $172,111-84.9% | $150,298-82.7% | $137,256-81.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,780 | $4,636-61.6% | $4,154-57.2% | $4,156-57.2% |
| Participant deferral / active EE | $11,200 | $6,166+81.6% | $5,453+105.4% | $6,407+74.8% |
| Admin fee / account holder | $903 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |