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 | $11,447 | $87,166-86.9% | $76,735-85.1% | $137,256-91.7% |
| Participation rate | 53.3% | 74.4%-21.0pp | 69.5%-16.2pp | 80.0%-26.6pp |
| Annual return | 25.48% | 26.50%-1.0pp | 29.77%-4.3pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,822 | $2,904-37.3% | $2,454-25.8% | $4,156-56.2% |
| Participant deferral / active EE | $1,875 | $4,726-60.3% | $4,088-54.1% | $6,407-70.7% |
| Admin fee / account holder | $469 | $8,403-94.4% | $7,189-93.5% | $12,270-96.2% |