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 | $64,762 | $92,971-30.3% | $96,683-33.0% | $74,419-13.0% |
| Participation rate | 30.9% | 71.5%-40.7pp | 74.3%-43.5pp | 70.7%-39.8pp |
| Annual return | 0.00% | 37.49%-37.5pp | 35.69%-35.7pp | 34.38%-34.4pp |
| Employer contribution / active EE | $3,492 | $3,426+1.9% | $3,737-6.6% | $2,637+32.4% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $7,354 | $633+1062.0% | $6,730+9.3% | $348+2014.2% |