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 | $52,764 | $165,984-68.2% | $164,813-68.0% | $145,922-63.8% |
| Participation rate | 36.8% | 82.0%-45.2pp | 78.6%-41.8pp | 80.3%-43.4pp |
| Annual return | 1056.12% | 100.03%+956.1pp | 69.93%+986.2pp | 561.29%+494.8pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,417 | $6,959-22.2% | $6,031-10.2% | $6,688-19.0% |
| Admin fee / account holder | $422 | $16,648-97.5% | $12,690-96.7% | $13,397-96.9% |