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 | $11,570 | $100,970-88.5% | $96,576-88.0% | $137,256-91.6% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 25.64% | 38.16%-12.5pp | 38.47%-12.8pp | 220.34%-194.7pp |
| Employer contribution / active EE | $911 | $3,809-76.1% | $3,553-74.4% | $4,156-78.1% |
| Participant deferral / active EE | $1,835 | $8,286-77.9% | $7,956-76.9% | $6,407-71.4% |
| Admin fee / account holder | $334 | $11,312-97.0% | $11,381-97.1% | $12,270-97.3% |