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 | $93,914 | $105,126-10.7% | $94,646-0.8% | $139,434-32.6% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 12.79% | 38.03%-25.2pp | 156.71%-143.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,687 | $4,106-34.6% | $3,672-26.8% | $4,751-43.4% |
| Participant deferral / active EE | $4,515 | $7,599-40.6% | $7,418-39.1% | $6,710-32.7% |
| Admin fee / account holder | $2,754 | $8,984-69.3% | $7,231-61.9% | $11,403-75.8% |