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 | $46,985 | $68,097-31.0% | $62,929-25.3% | $137,256-65.8% |
| Participation rate | 15.0% | 77.4%-62.4pp | 73.1%-58.1pp | 80.0%-65.0pp |
| Annual return | 13.03% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $876 | $4,553-80.8% | $3,888-77.5% | $6,407-86.3% |
| Admin fee / account holder | $2,548 | $6,521-60.9% | $5,065-49.7% | $12,270-79.2% |