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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,767 | $81,446-84.3% | $103,374-87.6% | $80,874-84.2% |
| Participation rate | 27.9% | 66.9%-39.0pp | 74.5%-46.6pp | 67.6%-39.8pp |
| Annual return | 8.55% | 25.57%-17.0pp | 24.89%-16.3pp | 35.62%-27.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $704 | $3,870-81.8% | $5,058-86.1% | $4,297-83.6% |
| Admin fee / account holder | $3,080 | $6,715-54.1% | $8,394-63.3% | $6,935-55.6% |