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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,382 | $60,444-91.1% | $68,948-92.2% | $82,448-93.5% |
| Participation rate | 51.6% | 73.6%-22.0pp | 79.2%-27.5pp | 68.1%-16.5pp |
| Annual return | 15.22% | 15.42%-0.2pp | 28.39%-13.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $432 | $3,449-87.5% | $4,165-89.6% | $2,551-83.1% |
| Participant deferral / active EE | $1,383 | $3,658-62.2% | $6,186-77.6% | $4,139-66.6% |
| Admin fee / account holder | $1,629 | $6,421-74.6% | $7,539-78.4% | $7,234-77.5% |