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 | $17,679 | $67,894-74.0% | $89,340-80.2% | $82,448-78.6% |
| Participation rate | 60.9% | 64.0%-3.1pp | 69.6%-8.6pp | 68.1%-7.1pp |
| Annual return | 17.33% | 19.21%-1.9pp | 20.57%-3.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,781 | $1,828-2.5% | $2,231-20.2% | $2,551-30.2% |
| Participant deferral / active EE | $2,963 | $3,072-3.6% | $3,823-22.5% | $4,139-28.4% |
| Admin fee / account holder | $1,554 | $5,723-72.8% | $6,704-76.8% | $7,234-78.5% |