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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,309 | $183,592-80.2% | $155,567-76.7% | $145,959-75.1% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 3.87% | 61.24%-57.4pp | 64.74%-60.9pp | 561.95%-558.1pp |
| Employer contribution / active EE | $1,099 | $5,315-79.3% | $4,674-76.5% | $4,661-76.4% |
| Participant deferral / active EE | $3,564 | $6,464-44.9% | $5,628-36.7% | $6,689-46.7% |
| Admin fee / account holder | $3,280 | $19,318-83.0% | $15,916-79.4% | $13,398-75.5% |