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 | $68,775 | $90,397-23.9% | $76,002-9.5% | $145,959-52.9% |
| Participation rate | 27.8% | 74.5%-46.7pp | 69.1%-41.3pp | 80.3%-52.5pp |
| Annual return | 8.92% | 621.97%-613.1pp | 360.07%-351.1pp | 561.95%-553.0pp |
| Employer contribution / active EE | $439 | $3,317-86.8% | $2,688-83.7% | $4,661-90.6% |
| Participant deferral / active EE | $1,769 | $5,163-65.7% | $4,257-58.4% | $6,689-73.5% |
| Admin fee / account holder | $16,854 | $8,369+101.4% | $6,414+162.8% | $13,398+25.8% |