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 | $18,097 | $80,717-77.6% | $154,803-88.3% | $84,808-78.7% |
| Participation rate | 56.9% | 66.8%-9.9pp | 78.1%-21.1pp | 68.3%-11.4pp |
| Annual return | 23.55% | 37.96%-14.4pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $889 | $2,761-67.8% | $4,305-79.3% | $2,631-66.2% |
| Participant deferral / active EE | $2,575 | $3,303-22.1% | $5,540-53.5% | $4,212-38.9% |
| Admin fee / account holder | $433 | $6,746-93.6% | $14,329-97.0% | $7,344-94.1% |