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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,340 | $47,479-10.8% | $62,929-32.7% | $82,448-48.6% |
| Participation rate | 15.4% | 66.9%-51.5pp | 73.1%-57.7pp | 68.1%-52.7pp |
| Annual return | 13.89% | 20.34%-6.5pp | 1063.93%-1050.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $653 | $2,870-77.3% | $3,888-83.2% | $4,139-84.2% |
| Admin fee / account holder | $31,258 | $3,804+721.8% | $5,065+517.2% | $7,234+332.1% |