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 10-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 | $184,338 | $108,825+69.4% | $156,181+18.0% | $82,448+123.6% |
| Participation rate | 32.8% | 72.4%-39.6pp | 78.8%-46.0pp | 68.1%-35.3pp |
| Annual return | 21.45% | 20.59%+0.9pp | 64.87%-43.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $850 | $2,870-70.4% | $4,294-80.2% | $2,551-66.7% |
| Participant deferral / active EE | $1,369 | $4,577-70.1% | $6,132-77.7% | $4,139-66.9% |
| Admin fee / account holder | $1,454 | $9,341-84.4% | $14,586-90.0% | $7,234-79.9% |