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 | $27,611 | $47,105-41.4% | $68,368-59.6% | $67,986-59.4% |
| Participation rate | 15.2% | 51.8%-36.6pp | 73.8%-58.6pp | 57.2%-42.0pp |
| Annual return | 18.90% | 48.37%-29.5pp | 292.57%-273.7pp | 31.67%-12.8pp |
| Employer contribution / active EE | $200 | $1,859-89.3% | $2,649-92.5% | $2,019-90.1% |
| Participant deferral / active EE | $798 | $2,374-66.4% | $4,123-80.6% | $3,358-76.2% |
| Admin fee / account holder | $21,422 | $2,435+779.8% | $5,150+316.0% | $3,203+568.8% |