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 | $7,018 | $76,407-90.8% | $150,298-95.3% | $82,448-91.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 17.53% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $685 | $3,214-78.7% | $5,453-87.4% | $4,139-83.4% |
| Admin fee / account holder | $456 | $6,352-92.8% | $14,116-96.8% | $7,234-93.7% |