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 | $189,952 | $108,825+74.5% | $156,181+21.6% | $82,448+130.4% |
| Participation rate | 52.2% | 72.4%-20.2pp | 78.8%-26.7pp | 68.1%-15.9pp |
| Annual return | 14.33% | 20.59%-6.3pp | 64.87%-50.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $411 | $2,870-85.7% | $4,294-90.4% | $2,551-83.9% |
| Participant deferral / active EE | $6,431 | $4,577+40.5% | $6,132+4.9% | $4,139+55.4% |
| Admin fee / account holder | $6,597 | $9,341-29.4% | $14,586-54.8% | $7,234-8.8% |