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 5-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 | $12,315 | $76,407-83.9% | $150,298-91.8% | $82,448-85.1% |
| Participation rate | 32.4% | 66.4%-34.0pp | 77.8%-45.3pp | 68.1%-35.6pp |
| Annual return | 18.27% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $295 | $2,614-88.7% | $4,154-92.9% | $2,551-88.4% |
| Participant deferral / active EE | $888 | $3,214-72.4% | $5,453-83.7% | $4,139-78.5% |
| Admin fee / account holder | $2,726 | $6,352-57.1% | $14,116-80.7% | $7,234-62.3% |