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 | $14,547 | $72,396-79.9% | $67,511-78.5% | $145,959-90.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 21.92% | 7194.07%-7172.1pp | 3517.41%-3495.5pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,810 | $3,071-41.1% | $2,733-33.8% | $4,661-61.2% |
| Participant deferral / active EE | $2,592 | $4,781-45.8% | $4,000-35.2% | $6,689-61.3% |
| Admin fee / account holder | $42,660 | $5,538+670.3% | $3,999+966.8% | $13,398+218.4% |