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 4-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 | $30,809 | $57,590-46.5% | $86,233-64.3% | $82,448-62.6% |
| Participation rate | 17.2% | 57.9%-40.7pp | 69.0%-51.8pp | 68.1%-50.9pp |
| Annual return | 17.11% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $380 | $1,655-77.1% | $2,504-84.8% | $2,551-85.1% |
| Participant deferral / active EE | $696 | $3,080-77.4% | $4,559-84.7% | $4,139-83.2% |
| Admin fee / account holder | $1,363 | $4,730-71.2% | $8,342-83.7% | $7,234-81.2% |