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 | $46,443 | $178,174-73.9% | $156,181-70.3% | $137,256-66.2% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.8%-64.5pp | 80.0%-65.7pp |
| Annual return | 10.71% | 84.19%-73.5pp | 64.87%-54.2pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,677 | $6,888-75.6% | $6,132-72.6% | $6,407-73.8% |
| Admin fee / account holder | $6,212 | $17,404-64.3% | $14,586-57.4% | $12,270-49.4% |