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 | $83,357 | $124,425-33.0% | $112,040-25.6% | $137,256-39.3% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.5%-18.6pp | 80.0%-22.1pp |
| Annual return | 17.03% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $913 | $3,411-73.2% | $2,954-69.1% | $4,156-78.0% |
| Participant deferral / active EE | $1,508 | $5,718-73.6% | $5,098-70.4% | $6,407-76.5% |
| Admin fee / account holder | $3,047 | $15,207-80.0% | $12,098-74.8% | $12,270-75.2% |