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 | $10,237 | $29,319-65.1% | $52,425-80.5% | $82,448-87.6% |
| Participation rate | 12.9% | 46.9%-34.0pp | 55.6%-42.7pp | 68.1%-55.2pp |
| Annual return | 15.24% | 535.20%-520.0pp | 302.12%-286.9pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $87 | $1,171-92.6% | $1,790-95.1% | $4,139-97.9% |
| Admin fee / account holder | $417 | $1,962-78.8% | $2,495-83.3% | $7,234-94.2% |