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 | $32,980 | $210,698-84.3% | $178,014-81.5% | $145,959-77.4% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 6.19% | 386.27%-380.1pp | 294.80%-288.6pp | 561.95%-555.8pp |
| Employer contribution / active EE | $2,241 | $4,567-50.9% | $3,950-43.3% | $4,661-51.9% |
| Participant deferral / active EE | $3,902 | $6,958-43.9% | $6,276-37.8% | $6,689-41.7% |
| Admin fee / account holder | $78,622 | $12,016+554.3% | $10,362+658.8% | $13,398+486.8% |