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 6-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 | $96,077 | $111,535-13.9% | $105,223-8.7% | $137,256-30.0% |
| Participation rate | 6.7% | 78.1%-71.4pp | 75.0%-68.4pp | 80.0%-73.3pp |
| Annual return | 17.30% | 237.85%-220.6pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $391 | $3,939-90.1% | $3,689-89.4% | $4,156-90.6% |
| Participant deferral / active EE | $2,074 | $5,500-62.3% | $5,072-59.1% | $6,407-67.6% |
| Admin fee / account holder | $350 | $9,721-96.4% | $8,859-96.0% | $12,270-97.1% |