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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,470 | $106,749-88.3% | $145,433-91.4% | $82,448-84.9% |
| Participation rate | 34.8% | 75.6%-40.9pp | 82.1%-47.3pp | 68.1%-33.3pp |
| Annual return | 15.92% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $801 | $3,444-76.8% | $4,554-82.4% | $2,551-68.6% |
| Participant deferral / active EE | $1,439 | $6,519-77.9% | $7,897-81.8% | $4,139-65.2% |
| Admin fee / account holder | $691 | $8,390-91.8% | $13,129-94.7% | $7,234-90.5% |