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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,403 | $169,161-63.1% | $129,295-51.7% | $145,959-57.2% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 10.25% | 14348.07%-14337.8pp | 9429.28%-9419.0pp | 561.95%-551.7pp |
| Employer contribution / active EE | $191 | $5,543-96.5% | $4,157-95.4% | $4,661-95.9% |
| Participant deferral / active EE | $1,041 | $4,989-79.1% | $4,169-75.0% | $6,689-84.4% |
| Admin fee / account holder | $886 | $9,878-91.0% | $7,665-88.4% | $13,398-93.4% |