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 | $20,745 | $124,425-83.3% | $112,040-81.5% | $137,256-84.9% |
| Participation rate | 42.1% | 79.3%-37.2pp | 76.5%-34.4pp | 80.0%-37.9pp |
| Annual return | 15.68% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $983 | $5,718-82.8% | $5,098-80.7% | $6,407-84.7% |
| Admin fee / account holder | $5,085 | $15,207-66.6% | $12,098-58.0% | $12,270-58.6% |