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 | $93,346 | $78,976+18.2% | $100,383-7.0% | $74,546+25.2% |
| Participation rate | 36.8% | 79.5%-42.7pp | 81.5%-44.7pp | 67.2%-30.4pp |
| Annual return | 16.33% | 20.62%-4.3pp | 49.26%-32.9pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,041 | $7,758-86.6% | $8,086-87.1% | $4,347-76.0% |
| Admin fee / account holder | $3,401 | $1,330+155.7% | $7,900-56.9% | $1,944+75.0% |