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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,099 | $88,710-95.4% | $81,783-95.0% | $145,959-97.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 8.31% | 1027.26%-1019.0pp | 775.05%-766.7pp | 561.95%-553.6pp |
| Employer contribution / active EE | $1,495 | $3,083-51.5% | $2,913-48.7% | $4,661-67.9% |
| Participant deferral / active EE | $1,273 | $4,645-72.6% | $4,320-70.5% | $6,689-81.0% |
| Admin fee / account holder | $22,769 | $8,407+170.8% | $7,380+208.5% | $13,398+69.9% |