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 | $23,994 | $45,343-47.1% | $150,298-84.0% | $67,986-64.7% |
| Participation rate | 38.4% | 51.9%-13.5pp | 77.8%-39.4pp | 57.2%-18.8pp |
| Annual return | 16.32% | 33.28%-17.0pp | 62.79%-46.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $143 | $1,462-90.2% | $4,154-96.6% | $2,019-92.9% |
| Participant deferral / active EE | $1,188 | $2,055-42.2% | $5,453-78.2% | $3,358-64.6% |
| Admin fee / account holder | $2,451 | $2,250+8.9% | $14,116-82.6% | $3,203-23.5% |