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 | $58,325 | $177,572-67.2% | $154,803-62.3% | $142,382-59.0% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.1%-24.2pp | 80.1%-26.3pp |
| Annual return | 21.62% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $895 | $4,810-81.4% | $4,305-79.2% | $4,299-79.2% |
| Participant deferral / active EE | $2,143 | $6,272-65.8% | $5,540-61.3% | $6,507-67.1% |
| Admin fee / account holder | $588 | $16,786-96.5% | $14,329-95.9% | $12,624-95.3% |