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 | $85,194 | $154,228-44.8% | $145,433-41.4% | $137,256-37.9% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 16.12% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,834 | $4,804-61.8% | $4,554-59.7% | $4,156-55.9% |
| Participant deferral / active EE | $4,631 | $8,216-43.6% | $7,897-41.4% | $6,407-27.7% |
| Admin fee / account holder | $3,048 | $14,344-78.7% | $13,129-76.8% | $12,270-75.2% |