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 | $40,803 | $111,724-63.5% | $93,606-56.4% | $145,922-72.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 12.17% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,160 | $3,090-30.1% | $2,420-10.7% | $4,660-53.6% |
| Participant deferral / active EE | $7,200 | $4,912+46.6% | $4,411+63.2% | $6,688+7.7% |
| Admin fee / account holder | $698 | $10,250-93.2% | $8,285-91.6% | $13,397-94.8% |