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 8-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 | $19,606 | $102,245-80.8% | $89,340-78.1% | $137,256-85.7% |
| Participation rate | 28.6% | 74.9%-46.3pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 19.03% | 21.89%-2.9pp | 20.57%-1.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $274 | $4,436-93.8% | $3,823-92.8% | $6,407-95.7% |
| Admin fee / account holder | $1,679 | $8,085-79.2% | $6,704-75.0% | $12,270-86.3% |