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 | $48,559 | $159,934-69.6% | $147,005-67.0% | $145,959-66.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.81% | 98.24%-85.4pp | 418.76%-406.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,383 | $5,287-73.9% | $4,934-72.0% | $4,661-70.3% |
| Participant deferral / active EE | $9,000 | $8,427+6.8% | $8,070+11.5% | $6,689+34.6% |
| Admin fee / account holder | $3,723 | $15,053-75.3% | $13,006-71.4% | $13,398-72.2% |