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 | $7,093 | $97,125-92.7% | $86,233-91.8% | $137,256-94.8% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.0%-12.5pp | 80.0%-23.4pp |
| Annual return | 23.66% | 74.19%-50.5pp | 61.39%-37.7pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,163 | $2,841-59.1% | $2,504-53.5% | $4,156-72.0% |
| Participant deferral / active EE | $2,503 | $5,180-51.7% | $4,559-45.1% | $6,407-60.9% |
| Admin fee / account holder | $745 | $9,725-92.3% | $8,342-91.1% | $12,270-93.9% |