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 | $68,798 | $177,572-61.3% | $154,803-55.6% | $142,382-51.7% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.1%-24.7pp | 80.1%-26.8pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,284 | $4,810-73.3% | $4,305-70.2% | $4,299-70.1% |
| Participant deferral / active EE | $2,804 | $6,272-55.3% | $5,540-49.4% | $6,507-56.9% |
| Admin fee / account holder | $17,271 | $16,786+2.9% | $14,329+20.5% | $12,624+36.8% |