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 | $80,762 | $80,717+0.1% | $154,803-47.8% | $84,808-4.8% |
| Participation rate | 46.0% | 66.8%-20.8pp | 78.1%-32.1pp | 68.3%-22.3pp |
| Annual return | 14.75% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,273 | $2,761-53.9% | $4,305-70.4% | $2,631-51.6% |
| Participant deferral / active EE | $1,953 | $3,303-40.9% | $5,540-64.8% | $4,212-53.6% |
| Admin fee / account holder | $4,622 | $6,746-31.5% | $14,329-67.7% | $7,344-37.1% |