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 9-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 | $100,978 | $80,731+25.1% | $103,374-2.3% | $74,546+35.5% |
| Participation rate | 21.0% | 65.7%-44.7pp | 74.5%-53.5pp | 67.2%-46.2pp |
| Annual return | 13.57% | 27.56%-14.0pp | 24.89%-11.3pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $730 | $3,158-76.9% | $3,869-81.1% | $2,624-72.2% |
| Participant deferral / active EE | $1,667 | $3,860-56.8% | $5,058-67.0% | $4,347-61.7% |
| Admin fee / account holder | $1,631 | $2,369-31.2% | $8,394-80.6% | $1,944-16.1% |