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 | $58,091 | $78,520-26.0% | $96,576-39.8% | $82,448-29.5% |
| Participation rate | 67.7% | 77.7%-10.0pp | 81.4%-13.7pp | 68.1%-0.3pp |
| Annual return | 15.39% | 41.30%-25.9pp | 38.47%-23.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $360 | $2,630-86.3% | $3,553-89.9% | $2,551-85.9% |
| Participant deferral / active EE | $2,417 | $6,754-64.2% | $7,956-69.6% | $4,139-41.6% |
| Admin fee / account holder | $2,918 | $13,455-78.3% | $11,381-74.4% | $7,234-59.7% |