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 | $105,769 | $109,881-3.7% | $150,045-29.5% | $84,808+24.7% |
| Participation rate | 51.7% | 76.1%-24.4pp | 82.3%-30.6pp | 68.3%-16.6pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,699 | $3,561-52.3% | $4,693-63.8% | $2,631-35.4% |
| Participant deferral / active EE | $4,753 | $6,636-28.4% | $7,997-40.6% | $4,212+12.9% |
| Admin fee / account holder | $5,493 | $8,568-35.9% | $13,435-59.1% | $7,344-25.2% |