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 | $123,231 | $57,590+114.0% | $86,233+42.9% | $82,448+49.5% |
| Participation rate | 7.5% | 57.9%-50.3pp | 69.0%-61.5pp | 68.1%-60.5pp |
| Annual return | 17.80% | 22.41%-4.6pp | 61.39%-43.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $192 | $3,080-93.8% | $4,559-95.8% | $4,139-95.4% |
| Admin fee / account holder | $5,710 | $4,730+20.7% | $8,342-31.6% | $7,234-21.1% |