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 | $99,085 | $172,111-42.4% | $150,298-34.1% | $137,256-27.8% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 18.00% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $782 | $4,636-83.1% | $4,154-81.2% | $4,156-81.2% |
| Participant deferral / active EE | $3,779 | $6,166-38.7% | $5,453-30.7% | $6,407-41.0% |
| Admin fee / account holder | $668 | $16,471-95.9% | $14,116-95.3% | $12,270-94.6% |