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 | $72,400-79.9% | $67,502-78.4% | $145,922-90.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 21.92% | 7182.46%-7160.5pp | 3512.12%-3490.2pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,810 | $3,069-41.0% | $2,731-33.7% | $4,660-61.2% |
| Participant deferral / active EE | $2,592 | $4,783-45.8% | $4,000-35.2% | $6,688-61.2% |
| Admin fee / account holder | $42,660 | $5,539+670.2% | $3,998+967.2% | $13,397+218.4% |