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.
Employer 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 | $1,238 | $97,125-98.7% | $86,233-98.6% | $137,256-99.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 0.00% | 74.19%-74.2pp | 61.39%-61.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,730 | $5,180+29.9% | $4,559+47.6% | $6,407+5.0% |
| Admin fee / account holder | $582 | $9,725-94.0% | $8,342-93.0% | $12,270-95.3% |