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 | $54,142 | $56,897-4.8% | $84,750-36.1% | $62,891-13.9% |
| Participation rate | 67.7% | 68.5%-0.8pp | 76.6%-8.8pp | 69.3%-1.6pp |
| Annual return | 5.54% | 6.30%-0.8pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $999 | $2,400-58.4% | $3,574-72.0% | $2,281-56.2% |
| Participant deferral / active EE | $2,085 | $2,709-23.0% | $3,712-43.8% | $3,203-34.9% |
| Admin fee / account holder | $5,563 | $3,581+55.4% | $5,332+4.3% | $4,296+29.5% |