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 | $103,856 | $29,667+250.1% | $56,441+84.0% | $80,874+28.4% |
| Participation rate | 12.2% | 41.7%-29.5pp | 52.5%-40.3pp | 67.6%-55.5pp |
| Annual return | 11.69% | 35.22%-23.5pp | 1704.21%-1692.5pp | 35.62%-23.9pp |
| Employer contribution / active EE | $392 | $669-41.5% | $1,039-62.3% | $2,756-85.8% |
| Participant deferral / active EE | $1,768 | $1,227+44.1% | $1,953-9.5% | $4,297-58.9% |
| Admin fee / account holder | $1,368 | $2,429-43.7% | $2,829-51.6% | $6,935-80.3% |