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 | $41,485 | $88,360-53.1% | $145,433-71.5% | $67,986-39.0% |
| Participation rate | 25.6% | 65.5%-39.9pp | 82.1%-56.5pp | 57.2%-31.6pp |
| Annual return | 17.58% | 63.15%-45.6pp | 66.58%-49.0pp | 31.67%-14.1pp |
| Employer contribution / active EE | $571 | $3,054-81.3% | $4,554-87.5% | $2,019-71.7% |
| Participant deferral / active EE | $1,199 | $5,932-79.8% | $7,897-84.8% | $3,358-64.3% |
| Admin fee / account holder | $1,335 | $3,313-59.7% | $13,129-89.8% | $3,203-58.3% |