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 | $50,141 | $108,912-54.0% | $100,383-50.0% | $145,959-65.6% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 12.76% | 57.96%-45.2pp | 49.26%-36.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $568 | $4,423-87.2% | $3,944-85.6% | $4,661-87.8% |
| Participant deferral / active EE | $1,888 | $8,451-77.7% | $8,086-76.6% | $6,689-71.8% |
| Admin fee / account holder | $5,365 | $9,690-44.6% | $7,900-32.1% | $13,398-60.0% |