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 | $16,976 | $104,974-83.8% | $95,585-82.2% | $142,382-88.1% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 11.35% | 210.33%-199.0pp | 38.56%-27.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $9,303 | $2,779+234.8% | $2,527+268.2% | $4,299+116.4% |
| Participant deferral / active EE | $4,127 | $4,352-5.2% | $4,023+2.6% | $6,507-36.6% |
| Admin fee / account holder | $22,450 | $6,386+251.5% | $6,127+266.4% | $12,624+77.8% |