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 | $626 | $172,111-99.6% | $150,298-99.6% | $137,256-99.5% |
| Participation rate | 9.1% | 81.7%-72.6pp | 77.8%-68.7pp | 80.0%-70.9pp |
| Annual return | 8.76% | 69.37%-60.6pp | 62.79%-54.0pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $329 | $6,166-94.7% | $5,453-94.0% | $6,407-94.9% |
| Admin fee / account holder | $3,635 | $16,471-77.9% | $14,116-74.2% | $12,270-70.4% |