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 | $10,417 | $183,592-94.3% | $155,567-93.3% | $145,959-92.9% |
| Participation rate | 26.1% | 82.7%-56.6pp | 78.2%-52.1pp | 80.3%-54.2pp |
| Annual return | 16.65% | 61.24%-44.6pp | 64.74%-48.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $816 | $6,464-87.4% | $5,628-85.5% | $6,689-87.8% |
| Admin fee / account holder | $422 | $19,318-97.8% | $15,916-97.3% | $13,398-96.8% |