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 | $60,665 | $87,037-30.3% | $106,201-42.9% | $80,874-25.0% |
| Participation rate | 55.6% | 70.4%-14.9pp | 75.3%-19.7pp | 67.6%-12.1pp |
| Annual return | 7.26% | 17.05%-9.8pp | 116.26%-109.0pp | 35.62%-28.4pp |
| Employer contribution / active EE | $1,284 | $2,396-46.4% | $3,170-59.5% | $2,756-53.4% |
| Participant deferral / active EE | $1,826 | $3,986-54.2% | $5,012-63.6% | $4,297-57.5% |
| Admin fee / account holder | $70,095 | $8,434+731.1% | $11,039+535.0% | $6,935+910.7% |