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 | $77,556 | $71,057+9.1% | $93,654-17.2% | $80,874-4.1% |
| Participation rate | 46.2% | 60.4%-14.3pp | 68.7%-22.6pp | 67.6%-21.5pp |
| Annual return | 10.68% | 11.26%-0.6pp | 133.34%-122.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $618 | $1,564-60.5% | $2,421-74.5% | $2,756-77.6% |
| Participant deferral / active EE | $863 | $4,034-78.6% | $4,413-80.4% | $4,297-79.9% |
| Admin fee / account holder | $1,524 | $6,944-78.1% | $8,282-81.6% | $6,935-78.0% |