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.
Unlock 10-year trajectory 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,547 | $173,340-76.0% | $136,007-69.5% | $145,959-71.5% |
| Participation rate | 61.9% | 80.5%-18.6pp | 76.5%-14.6pp | 80.3%-18.4pp |
| Annual return | 14.90% | 1163.32%-1148.4pp | 579.32%-564.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,215-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,001 | $8,699-77.0% | $7,024-71.5% | $6,689-70.1% |
| Admin fee / account holder | $374 | $9,954-96.2% | $6,858-94.5% | $13,398-97.2% |