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 | $134,997 | $177,572-24.0% | $154,803-12.8% | $142,382-5.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 38.24% | 65.07%-26.8pp | 58.88%-20.6pp | 217.08%-178.8pp |
| Employer contribution / active EE | $1,659 | $4,810-65.5% | $4,305-61.5% | $4,299-61.4% |
| Participant deferral / active EE | $8,228 | $6,272+31.2% | $5,540+48.5% | $6,507+26.4% |
| Admin fee / account holder | $16,364 | $16,786-2.5% | $14,329+14.2% | $12,624+29.6% |