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 | $95,244 | $88,672+7.4% | $105,223-9.5% | $82,448+15.5% |
| Participation rate | 68.6% | 67.9%+0.7pp | 75.0%-6.4pp | 68.1%+0.6pp |
| Annual return | 15.17% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $15,152 | $3,048+397.1% | $3,689+310.8% | $2,551+494.0% |
| Participant deferral / active EE | $378 | $4,036-90.6% | $5,072-92.6% | $4,139-90.9% |
| Admin fee / account holder | $13,351 | $7,146+86.8% | $8,859+50.7% | $7,234+84.6% |