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 | $20,333 | $109,904-81.5% | $97,167-79.1% | $145,959-86.1% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 12.75% | 243.43%-230.7pp | 75.27%-62.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $376 | $3,084-87.8% | $2,729-86.2% | $4,661-91.9% |
| Participant deferral / active EE | $510 | $4,676-89.1% | $4,264-88.0% | $6,689-92.4% |
| Admin fee / account holder | $6,252 | $6,216+0.6% | $5,650+10.7% | $13,398-53.3% |