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 | $245,665 | $117,983+108.2% | $101,794+141.3% | $142,382+72.5% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.2%-51.0pp | 80.1%-61.9pp |
| Annual return | 29.39% | 36.92%-7.5pp | 30.53%-1.1pp | 217.08%-187.7pp |
| Employer contribution / active EE | $871 | $2,773-68.6% | $2,289-61.9% | $4,299-79.7% |
| Participant deferral / active EE | $4,340 | $4,714-7.9% | $4,084+6.3% | $6,507-33.3% |
| Admin fee / account holder | $1,676 | $10,433-83.9% | $8,777-80.9% | $12,624-86.7% |