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 | $20,458 | $111,535-81.7% | $105,223-80.6% | $137,256-85.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 27.86% | 237.85%-210.0pp | 180.65%-152.8pp | 220.34%-192.5pp |
| Employer contribution / active EE | $4,815 | $3,939+22.2% | $3,689+30.5% | $4,156+15.8% |
| Participant deferral / active EE | $9,233 | $5,500+67.9% | $5,072+82.0% | $6,407+44.1% |
| Admin fee / account holder | $933 | $9,721-90.4% | $8,859-89.5% | $12,270-92.4% |