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 6-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 | $30,456 | $106,749-71.5% | $145,433-79.1% | $82,448-63.1% |
| Participation rate | 42.3% | 75.6%-33.3pp | 82.1%-39.8pp | 68.1%-25.8pp |
| Annual return | 27.24% | 27.59%-0.4pp | 66.58%-39.3pp | 41.64%-14.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,306 | $6,519-80.0% | $7,897-83.5% | $4,139-68.5% |
| Admin fee / account holder | $6,047 | $8,390-27.9% | $13,129-53.9% | $7,234-16.4% |