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 | $50,932 | $94,031-45.8% | $115,768-56.0% | $82,448-38.2% |
| Participation rate | 58.3% | 70.4%-12.1pp | 74.4%-16.1pp | 68.1%-9.7pp |
| Annual return | 15.15% | 20.61%-5.5pp | 100.46%-85.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $732 | $2,323-68.5% | $2,940-75.1% | $2,551-71.3% |
| Participant deferral / active EE | $1,634 | $3,972-58.9% | $4,917-66.8% | $4,139-60.5% |
| Admin fee / account holder | $4,605 | $10,249-55.1% | $12,439-63.0% | $7,234-36.3% |