Unlock peer percentile detail for $4.99 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 | $42,892 | $76,407-43.9% | $150,298-71.5% | $82,448-48.0% |
| Participation rate | 55.0% | 66.4%-11.4pp | 77.8%-22.8pp | 68.1%-13.1pp |
| Annual return | 16.96% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,093 | $2,614-19.9% | $4,154-49.6% | $2,551-17.9% |
| Participant deferral / active EE | $4,881 | $3,214+51.8% | $5,453-10.5% | $4,139+17.9% |
| Admin fee / account holder | $10,059 | $6,352+58.4% | $14,116-28.7% | $7,234+39.1% |