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 | $58,046 | $89,753-35.3% | $107,525-46.0% | $84,808-31.6% |
| Participation rate | 44.7% | 68.1%-23.3pp | 75.1%-30.3pp | 68.3%-23.6pp |
| Annual return | 21.62% | 29.48%-7.9pp | 181.32%-159.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $877 | $3,113-71.8% | $3,754-76.6% | $2,631-66.7% |
| Participant deferral / active EE | $3,046 | $4,056-24.9% | $5,116-40.5% | $4,212-27.7% |
| Admin fee / account holder | $3,945 | $7,222-45.4% | $8,919-55.8% | $7,344-46.3% |