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 | $76,067 | $100,923-24.6% | $150,045-49.3% | $74,304+2.4% |
| Participation rate | 65.4% | 70.1%-4.7pp | 82.3%-16.9pp | 60.3%+5.1pp |
| Annual return | 0.00% | 51.77%-51.8pp | 62.55%-62.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,439 | $6,709+70.5% | $7,997+43.0% | $3,767+203.7% |
| Admin fee / account holder | $8,317 | $2,767+200.6% | $13,435-38.1% | $2,969+180.1% |