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 | $64,128 | $95,453-32.8% | $112,040-42.8% | $82,448-22.2% |
| Participation rate | 31.4% | 72.8%-41.3pp | 76.5%-45.1pp | 68.1%-36.6pp |
| Annual return | 15.75% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,338 | $4,224-68.3% | $5,098-73.8% | $4,139-67.7% |
| Admin fee / account holder | $7,608 | $9,013-15.6% | $12,098-37.1% | $7,234+5.2% |