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 | $35,027 | $111,535-68.6% | $105,223-66.7% | $137,256-74.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,910 | $3,939-51.5% | $3,689-48.2% | $4,156-54.1% |
| Participant deferral / active EE | $6,758 | $5,500+22.9% | $5,072+33.3% | $6,407+5.5% |
| Admin fee / account holder | $331 | $9,721-96.6% | $8,859-96.3% | $12,270-97.3% |