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 5-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 | $87,767 | $172,111-49.0% | $150,298-41.6% | $137,256-36.1% |
| Participation rate | 23.1% | 81.7%-58.6pp | 77.8%-54.7pp | 80.0%-56.9pp |
| Annual return | 17.48% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $410 | $4,636-91.1% | $4,154-90.1% | $4,156-90.1% |
| Participant deferral / active EE | $3,294 | $6,166-46.6% | $5,453-39.6% | $6,407-48.6% |
| Admin fee / account holder | $600 | $16,471-96.4% | $14,116-95.7% | $12,270-95.1% |