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 | $29,430 | $180,749-83.7% | $160,784-81.7% | $137,256-78.6% |
| Participation rate | 27.3% | 80.0%-52.7pp | 77.0%-49.7pp | 80.0%-52.7pp |
| Annual return | 23.67% | 2234.46%-2210.8pp | 1803.92%-1780.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $726 | $4,155-82.5% | $3,733-80.5% | $4,156-82.5% |
| Participant deferral / active EE | $3,447 | $6,844-49.6% | $6,293-45.2% | $6,407-46.2% |
| Admin fee / account holder | $616 | $10,397-94.1% | $9,717-93.7% | $12,270-95.0% |