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 3-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 | $8,345 | $97,125-91.4% | $86,233-90.3% | $137,256-93.9% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.0%-47.6pp | 80.0%-58.5pp |
| Annual return | 22.37% | 74.19%-51.8pp | 61.39%-39.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $361 | $2,841-87.3% | $2,504-85.6% | $4,156-91.3% |
| Participant deferral / active EE | $499 | $5,180-90.4% | $4,559-89.0% | $6,407-92.2% |
| Admin fee / account holder | $4,016 | $9,725-58.7% | $8,342-51.9% | $12,270-67.3% |