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 | $67,158 | $86,922-22.7% | $102,438-34.4% | $80,874-17.0% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.1pp |
| Annual return | -61.50% | 18.90%-80.4pp | 29.37%-90.9pp | 35.62%-97.1pp |
| Employer contribution / active EE | $1,057 | $2,369-55.4% | $3,024-65.0% | $2,756-61.6% |
| Participant deferral / active EE | $2,301 | $4,119-44.1% | $5,054-54.5% | $4,297-46.5% |
| Admin fee / account holder | $118,120 | $8,050+1367.4% | $9,448+1150.2% | $6,935+1603.2% |