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 | $70,494 | $81,446-13.4% | $103,374-31.8% | $80,874-12.8% |
| Participation rate | 52.0% | 66.9%-14.9pp | 74.5%-22.5pp | 67.6%-15.6pp |
| Annual return | 14.46% | 25.57%-11.1pp | 24.89%-10.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,682 | $3,107-45.9% | $3,869-56.5% | $2,756-39.0% |
| Participant deferral / active EE | $5,123 | $3,870+32.4% | $5,058+1.3% | $4,297+19.2% |
| Admin fee / account holder | $15,145 | $6,715+125.6% | $8,394+80.4% | $6,935+118.4% |