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 8-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 | $35,678 | $172,111-79.3% | $150,298-76.3% | $137,256-74.0% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 14.43% | 69.37%-54.9pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $988 | $4,636-78.7% | $4,154-76.2% | $4,156-76.2% |
| Participant deferral / active EE | $1,134 | $6,166-81.6% | $5,453-79.2% | $6,407-82.3% |
| Admin fee / account holder | $2,523 | $16,471-84.7% | $14,116-82.1% | $12,270-79.4% |