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 | $2,115 | $57,590-96.3% | $86,233-97.5% | $82,448-97.4% |
| Participation rate | 41.9% | 57.9%-16.0pp | 69.0%-27.2pp | 68.1%-26.2pp |
| Annual return | 15.71% | 22.41%-6.7pp | 61.39%-45.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $38 | $3,080-98.8% | $4,559-99.2% | $4,139-99.1% |
| Admin fee / account holder | $370 | $4,730-92.2% | $8,342-95.6% | $7,234-94.9% |