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 9-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 | $42,021 | $52,353-19.7% | $120,225-65.0% | $82,448-49.0% |
| Participation rate | 21.7% | 58.3%-36.6pp | 69.6%-47.9pp | 68.1%-46.4pp |
| Annual return | 17.50% | 61.85%-44.4pp | 439.23%-421.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $448 | $1,510-70.3% | $3,475-87.1% | $2,551-82.4% |
| Participant deferral / active EE | $531 | $2,627-79.8% | $3,999-86.7% | $4,139-87.2% |
| Admin fee / account holder | $397 | $4,363-90.9% | $5,696-93.0% | $7,234-94.5% |