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 | $62,639 | $78,520-20.2% | $96,576-35.1% | $82,448-24.0% |
| Participation rate | 60.4% | 77.7%-17.3pp | 81.4%-21.0pp | 68.1%-7.7pp |
| Annual return | 16.41% | 41.30%-24.9pp | 38.47%-22.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $670 | $2,630-74.5% | $3,553-81.1% | $2,551-73.7% |
| Participant deferral / active EE | $1,662 | $6,754-75.4% | $7,956-79.1% | $4,139-59.8% |
| Admin fee / account holder | $1,326 | $13,455-90.1% | $11,381-88.3% | $7,234-81.7% |