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 | $4,770 | $88,672-94.6% | $105,223-95.5% | $82,448-94.2% |
| Participation rate | 16.0% | 67.9%-51.9pp | 75.0%-59.0pp | 68.1%-52.1pp |
| Annual return | 21.84% | 30.86%-9.0pp | 180.65%-158.8pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $247 | $4,036-93.9% | $5,072-95.1% | $4,139-94.0% |
| Admin fee / account holder | $685 | $7,146-90.4% | $8,859-92.3% | $7,234-90.5% |