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 | $47,835 | $80,724-40.7% | $103,333-53.7% | $74,495-35.8% |
| Participation rate | 65.4% | 65.7%-0.3pp | 74.5%-9.1pp | 67.2%-1.8pp |
| Annual return | 13.79% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $977 | $3,157-69.1% | $3,868-74.7% | $2,623-62.8% |
| Participant deferral / active EE | $2,944 | $3,860-23.7% | $5,057-41.8% | $4,346-32.3% |
| Admin fee / account holder | $6,139 | $2,368+159.2% | $8,355-26.5% | $1,942+216.1% |