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 | $32,158 | $106,749-69.9% | $145,433-77.9% | $82,448-61.0% |
| Participation rate | 61.8% | 75.6%-13.8pp | 82.1%-20.3pp | 68.1%-6.2pp |
| Annual return | 18.10% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,220 | $3,444-35.6% | $4,554-51.3% | $2,551-13.0% |
| Participant deferral / active EE | $2,427 | $6,519-62.8% | $7,897-69.3% | $4,139-41.4% |
| Admin fee / account holder | $1,269 | $8,390-84.9% | $13,129-90.3% | $7,234-82.5% |