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 | $10,321 | $81,233-87.3% | $155,567-93.4% | $80,874-87.2% |
| Participation rate | 28.9% | 66.2%-37.3pp | 78.2%-49.2pp | 67.6%-38.7pp |
| Annual return | 15.40% | 33.33%-17.9pp | 64.74%-49.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $495 | $3,101-84.0% | $4,674-89.4% | $2,756-82.0% |
| Participant deferral / active EE | $605 | $3,452-82.5% | $5,628-89.3% | $4,297-85.9% |
| Admin fee / account holder | $688 | $7,998-91.4% | $15,916-95.7% | $6,935-90.1% |