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 | $183,842 | $101,618+80.9% | $93,063+97.5% | $137,256+33.9% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 12.82% | 223.95%-211.1pp | 34.15%-21.3pp | 220.34%-207.5pp |
| Employer contribution / active EE | $265 | $2,707-90.2% | $2,476-89.3% | $4,156-93.6% |
| Participant deferral / active EE | $265 | $4,279-93.8% | $3,958-93.3% | $6,407-95.9% |
| Admin fee / account holder | $10,769 | $6,198+73.7% | $6,033+78.5% | $12,270-12.2% |