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 4-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 | $31,692 | $88,672-64.3% | $105,223-69.9% | $82,448-61.6% |
| Participation rate | 34.5% | 67.9%-33.4pp | 75.0%-40.6pp | 68.1%-33.6pp |
| Annual return | 19.84% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,028 | $3,048-66.3% | $3,689-72.1% | $2,551-59.7% |
| Participant deferral / active EE | $1,565 | $4,036-61.2% | $5,072-69.1% | $4,139-62.2% |
| Admin fee / account holder | $2,280 | $7,146-68.1% | $8,859-74.3% | $7,234-68.5% |