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 | $69,559 | $80,717-13.8% | $154,803-55.1% | $84,808-18.0% |
| Participation rate | 60.2% | 66.8%-6.6pp | 78.1%-17.8pp | 68.3%-8.1pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $892 | $2,761-67.7% | $4,305-79.3% | $2,631-66.1% |
| Participant deferral / active EE | $1,495 | $3,303-54.7% | $5,540-73.0% | $4,212-64.5% |
| Admin fee / account holder | $2,859 | $6,746-57.6% | $14,329-80.0% | $7,344-61.1% |