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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,872 | $57,590-51.6% | $86,233-67.7% | $82,448-66.2% |
| Participation rate | 13.0% | 57.9%-44.9pp | 69.0%-56.1pp | 68.1%-55.1pp |
| Annual return | 16.42% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $210 | $1,655-87.3% | $2,504-91.6% | $2,551-91.7% |
| Participant deferral / active EE | $1,298 | $3,080-57.8% | $4,559-71.5% | $4,139-68.6% |
| Admin fee / account holder | $907 | $4,730-80.8% | $8,342-89.1% | $7,234-87.5% |