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 | $47,990 | $95,453-49.7% | $112,040-57.2% | $82,448-41.8% |
| Participation rate | 32.3% | 72.8%-40.4pp | 76.5%-44.2pp | 68.1%-35.8pp |
| Annual return | 12.82% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,132 | $2,318-51.2% | $2,954-61.7% | $2,551-55.6% |
| Participant deferral / active EE | $1,736 | $4,224-58.9% | $5,098-65.9% | $4,139-58.1% |
| Admin fee / account holder | $1,071 | $9,013-88.1% | $12,098-91.1% | $7,234-85.2% |