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 | $23,951 | $178,174-86.6% | $156,181-84.7% | $137,256-82.6% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.8%-20.0pp | 80.0%-21.1pp |
| Annual return | 15.89% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $385 | $4,972-92.3% | $4,294-91.0% | $4,156-90.7% |
| Participant deferral / active EE | $7,413 | $6,888+7.6% | $6,132+20.9% | $6,407+15.7% |
| Admin fee / account holder | $674 | $17,404-96.1% | $14,586-95.4% | $12,270-94.5% |