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 | $24,070 | $50,820-52.6% | $155,567-84.5% | $77,671-69.0% |
| Participation rate | 59.7% | 63.1%-3.4pp | 78.2%-18.5pp | 70.6%-10.8pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.74%-64.7pp | 31.21%-31.2pp |
| Employer contribution / active EE | $2,675 | $1,993+34.2% | $4,674-42.8% | $2,726-1.9% |
| Participant deferral / active EE | $5,325 | $2,823+88.6% | $5,628-5.4% | $4,648+14.6% |
| Admin fee / account holder | $943 | $436+116.4% | $15,916-94.1% | $430+119.2% |