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 4-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 | $14,801 | $111,814-86.8% | $103,374-85.7% | $145,959-89.9% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 19.12% | 24.77%-5.6pp | 24.89%-5.8pp | 561.95%-542.8pp |
| Employer contribution / active EE | $1,006 | $4,214-76.1% | $3,869-74.0% | $4,661-78.4% |
| Participant deferral / active EE | $1,227 | $5,618-78.2% | $5,058-75.7% | $6,689-81.7% |
| Admin fee / account holder | $2,461 | $9,754-74.8% | $8,394-70.7% | $13,398-81.6% |