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 | $110,256 | $73,397+50.2% | $178,014-38.1% | $74,546+47.9% |
| Participation rate | 44.8% | 66.6%-21.8pp | 77.1%-32.3pp | 67.2%-22.4pp |
| Annual return | 17.48% | 17.49%0pp | 294.80%-277.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $1,295 | $2,217-41.6% | $3,950-67.2% | $2,624-50.6% |
| Participant deferral / active EE | $1,653 | $4,512-63.4% | $6,276-73.7% | $4,347-62.0% |
| Admin fee / account holder | $5,339 | $1,809+195.1% | $10,362-48.5% | $1,944+174.7% |