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 | $125,717 | $183,592-31.5% | $155,567-19.2% | $145,959-13.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 25.05% | 61.24%-36.2pp | 64.74%-39.7pp | 561.95%-536.9pp |
| Employer contribution / active EE | $6,333 | $5,315+19.2% | $4,674+35.5% | $4,661+35.9% |
| Participant deferral / active EE | $12,706 | $6,464+96.6% | $5,628+125.8% | $6,689+90.0% |
| Admin fee / account holder | $1,190 | $19,318-93.8% | $15,916-92.5% | $13,398-91.1% |