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 | $16,921 | $34,932-51.6% | $56,441-70.0% | $74,546-77.3% |
| Participation rate | 6.6% | 32.9%-26.2pp | 52.5%-45.9pp | 67.2%-60.6pp |
| Annual return | 0.00% | 24.90%-24.9pp | 1704.21%-1704.2pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $127 | $608-79.2% | $1,039-87.8% | $2,624-95.2% |
| Participant deferral / active EE | $161 | $1,173-86.3% | $1,953-91.8% | $4,347-96.3% |
| Admin fee / account holder | $342 | $2,359-85.5% | $2,829-87.9% | $1,944-82.4% |