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 | $13,469 | $51,604-73.9% | $129,295-89.6% | $80,874-83.3% |
| Participation rate | 12.0% | 57.0%-45.0pp | 69.6%-57.6pp | 67.6%-55.6pp |
| Annual return | 67.75% | 20.76%+47.0pp | 9429.28%-9361.5pp | 35.62%+32.1pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $547 | $2,670-79.5% | $4,169-86.9% | $4,297-87.3% |
| Admin fee / account holder | $361 | $4,310-91.6% | $7,665-95.3% | $6,935-94.8% |