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 | $87,159 | $47,105+85.0% | $68,368+27.5% | $67,986+28.2% |
| Participation rate | 41.4% | 51.8%-10.4pp | 73.8%-32.3pp | 57.2%-15.8pp |
| Annual return | 13.28% | 48.37%-35.1pp | 292.57%-279.3pp | 31.67%-18.4pp |
| Employer contribution / active EE | $192 | $1,859-89.7% | $2,649-92.8% | $2,019-90.5% |
| Participant deferral / active EE | $2,751 | $2,374+15.9% | $4,123-33.3% | $3,358-18.1% |
| Admin fee / account holder | $5,516 | $2,435+126.5% | $5,150+7.1% | $3,203+72.2% |