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 | $27,232 | $111,535-75.6% | $105,223-74.1% | $137,256-80.2% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.0%-36.9pp | 80.0%-41.9pp |
| Annual return | 25.16% | 237.85%-212.7pp | 180.65%-155.5pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,677 | $3,939-57.4% | $3,689-54.5% | $4,156-59.7% |
| Participant deferral / active EE | $4,602 | $5,500-16.3% | $5,072-9.3% | $6,407-28.2% |
| Admin fee / account holder | $2,171 | $9,721-77.7% | $8,859-75.5% | $12,270-82.3% |