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 | $4,835 | $90,397-94.7% | $76,002-93.6% | $145,959-96.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 5.04% | 621.97%-616.9pp | 360.07%-355.0pp | 561.95%-556.9pp |
| Employer contribution / active EE | $3,689 | $3,317+11.2% | $2,688+37.2% | $4,661-20.9% |
| Participant deferral / active EE | $972 | $5,163-81.2% | $4,257-77.2% | $6,689-85.5% |
| Admin fee / account holder | $2,812 | $8,369-66.4% | $6,414-56.2% | $13,398-79.0% |