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.
Employer 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 | $88,332 | $45,312+94.9% | $86,233+2.4% | $67,986+29.9% |
| Participation rate | 54.0% | 42.4%+11.6pp | 69.0%-15.0pp | 57.2%-3.2pp |
| Annual return | 21.45% | 24.79%-3.3pp | 61.39%-39.9pp | 31.67%-10.2pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,355 | $2,185+236.7% | $4,559+61.3% | $3,358+119.0% |
| Admin fee / account holder | $824 | $3,295-75.0% | $8,342-90.1% | $3,203-74.3% |