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 | $113,803 | $183,592-38.0% | $155,567-26.8% | $145,959-22.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.02% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,249 | $5,315-76.5% | $4,674-73.3% | $4,661-73.2% |
| Participant deferral / active EE | $4,486 | $6,464-30.6% | $5,628-20.3% | $6,689-32.9% |
| Admin fee / account holder | $94,139 | $19,318+387.3% | $15,916+491.5% | $13,398+602.6% |