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 | $78,265 | $177,572-55.9% | $154,803-49.4% | $142,382-45.0% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 24.50% | 65.07%-40.6pp | 58.88%-34.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,430 | $4,810-49.5% | $4,305-43.6% | $4,299-43.5% |
| Participant deferral / active EE | $4,600 | $6,272-26.7% | $5,540-17.0% | $6,507-29.3% |
| Admin fee / account holder | $433 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |