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 | $123,506 | $81,446+51.6% | $103,374+19.5% | $80,874+52.7% |
| Participation rate | 55.7% | 66.9%-11.1pp | 74.5%-18.8pp | 67.6%-11.9pp |
| Annual return | 12.78% | 25.57%-12.8pp | 24.89%-12.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,130 | $3,107-31.4% | $3,869-44.9% | $2,756-22.7% |
| Participant deferral / active EE | $4,852 | $3,870+25.4% | $5,058-4.1% | $4,297+12.9% |
| Admin fee / account holder | $61,827 | $6,715+820.8% | $8,394+636.6% | $6,935+791.5% |