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 | $40,922 | $44,984-9.0% | $85,009-51.9% | $74,546-45.1% |
| Participation rate | 17.9% | 49.4%-31.5pp | 67.5%-49.6pp | 67.2%-49.3pp |
| Annual return | 14.75% | 26.25%-11.5pp | 66.47%-51.7pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $321 | $1,458-78.0% | $2,728-88.2% | $2,624-87.8% |
| Participant deferral / active EE | $609 | $2,733-77.7% | $4,522-86.5% | $4,347-86.0% |
| Admin fee / account holder | $7,725 | $2,208+249.9% | $6,153+25.6% | $1,944+297.5% |