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 | $59,801 | $183,519-67.4% | $155,509-61.5% | $145,922-59.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 22.84% | 61.17%-38.3pp | 64.67%-41.8pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,977 | $5,313-62.8% | $4,672-57.7% | $4,660-57.6% |
| Participant deferral / active EE | $3,917 | $6,462-39.4% | $5,626-30.4% | $6,688-41.4% |
| Admin fee / account holder | $1,650 | $19,313-91.5% | $15,912-89.6% | $13,397-87.7% |