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 | $50,332 | $55,415-9.2% | $155,509-67.6% | $74,495-32.4% |
| Participation rate | 30.4% | 61.9%-31.5pp | 78.2%-47.8pp | 67.2%-36.8pp |
| Annual return | 13.86% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $727 | $2,267-68.0% | $4,672-84.5% | $2,623-72.3% |
| Participant deferral / active EE | $2,111 | $2,836-25.5% | $5,626-62.5% | $4,346-51.4% |
| Admin fee / account holder | $3,931 | $1,738+126.1% | $15,912-75.3% | $1,942+102.4% |