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 | $32,798 | $111,814-70.7% | $93,654-65.0% | $145,959-77.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.35% | 203.30%-195.9pp | 133.34%-126.0pp | 561.95%-554.6pp |
| Employer contribution / active EE | $5,400 | $3,092+74.7% | $2,421+123.0% | $4,661+15.9% |
| Participant deferral / active EE | $13,002 | $4,914+164.6% | $4,413+194.6% | $6,689+94.4% |
| Admin fee / account holder | $65,983 | $10,246+544.0% | $8,282+696.7% | $13,398+392.5% |