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 | $31,202 | $86,922-64.1% | $102,438-69.5% | $80,874-61.4% |
| Participation rate | 23.2% | 72.4%-49.2pp | 76.5%-53.3pp | 67.6%-44.5pp |
| Annual return | 14.92% | 18.90%-4.0pp | 29.37%-14.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $975 | $4,119-76.3% | $5,054-80.7% | $4,297-77.3% |
| Admin fee / account holder | $1,468 | $8,050-81.8% | $9,448-84.5% | $6,935-78.8% |