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 | $35,134 | $210,698-83.3% | $178,014-80.3% | $145,959-75.9% |
| Participation rate | 31.8% | 80.8%-48.9pp | 77.1%-45.3pp | 80.3%-48.5pp |
| Annual return | 12.83% | 386.27%-373.4pp | 294.80%-282.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,502 | $6,958-20.9% | $6,276-12.3% | $6,689-17.7% |
| Admin fee / account holder | $27,088 | $12,016+125.4% | $10,362+161.4% | $13,398+102.2% |