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 | $82,073 | $111,535-26.4% | $105,223-22.0% | $137,256-40.2% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.2pp | 80.0%-41.1pp |
| Annual return | 14.72% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $775 | $3,939-80.3% | $3,689-79.0% | $4,156-81.3% |
| Participant deferral / active EE | $1,615 | $5,500-70.6% | $5,072-68.2% | $6,407-74.8% |
| Admin fee / account holder | $21,211 | $9,721+118.2% | $8,859+139.4% | $12,270+72.9% |