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 | $59,807 | $94,031-36.4% | $115,768-48.3% | $82,448-27.5% |
| Participation rate | 22.0% | 70.4%-48.4pp | 74.4%-52.4pp | 68.1%-46.1pp |
| Annual return | 13.39% | 20.61%-7.2pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $864 | $3,972-78.2% | $4,917-82.4% | $4,139-79.1% |
| Admin fee / account holder | $20,384 | $10,249+98.9% | $12,439+63.9% | $7,234+181.8% |