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 | $9,112 | $159,934-94.3% | $147,005-93.8% | $145,959-93.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 35.17% | 98.24%-63.1pp | 418.76%-383.6pp | 561.95%-526.8pp |
| Employer contribution / active EE | $2,263 | $5,287-57.2% | $4,934-54.1% | $4,661-51.5% |
| Participant deferral / active EE | $2,311 | $8,427-72.6% | $8,070-71.4% | $6,689-65.5% |
| Admin fee / account holder | $1,235 | $15,053-91.8% | $13,006-90.5% | $13,398-90.8% |