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 5-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 | $4,751 | $67,823-93.0% | $52,425-90.9% | $137,256-96.5% |
| Participation rate | 8.7% | 63.9%-55.2pp | 55.6%-46.9pp | 80.0%-71.3pp |
| Annual return | 24.69% | 219.11%-194.4pp | 302.12%-277.4pp | 220.34%-195.7pp |
| Employer contribution / active EE | $44 | $1,163-96.2% | $914-95.2% | $4,156-98.9% |
| Participant deferral / active EE | $133 | $2,288-94.2% | $1,790-92.6% | $6,407-97.9% |
| Admin fee / account holder | $1,082 | $2,844-62.0% | $2,495-56.7% | $12,270-91.2% |