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 | $17,336 | $99,921-82.7% | $85,009-79.6% | $145,959-88.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 12.32% | 83.89%-71.6pp | 66.47%-54.1pp | 561.95%-549.6pp |
| Employer contribution / active EE | $400 | $3,233-87.6% | $2,728-85.3% | $4,661-91.4% |
| Participant deferral / active EE | $7,900 | $5,293+49.3% | $4,522+74.7% | $6,689+18.1% |
| Admin fee / account holder | $2,613 | $7,252-64.0% | $6,153-57.5% | $13,398-80.5% |