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 | $2,856 | $97,125-97.1% | $86,233-96.7% | $137,256-97.9% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 33.51% | 74.19%-40.7pp | 61.39%-27.9pp | 220.34%-186.8pp |
| Employer contribution / active EE | $619 | $2,841-78.2% | $2,504-75.3% | $4,156-85.1% |
| Participant deferral / active EE | $796 | $5,180-84.6% | $4,559-82.5% | $6,407-87.6% |
| Admin fee / account holder | $872 | $9,725-91.0% | $8,342-89.5% | $12,270-92.9% |