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 | $9,536 | $154,228-93.8% | $145,433-93.4% | $137,256-93.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 15.81% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,144 | $4,804-76.2% | $4,554-74.9% | $4,156-72.5% |
| Participant deferral / active EE | $2,179 | $8,216-73.5% | $7,897-72.4% | $6,407-66.0% |
| Admin fee / account holder | $14,850 | $14,344+3.5% | $13,129+13.1% | $12,270+21.0% |