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 9-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 | $41,623 | $95,453-56.4% | $112,040-62.9% | $82,448-49.5% |
| Participation rate | 26.9% | 72.8%-45.8pp | 76.5%-49.6pp | 68.1%-41.1pp |
| Annual return | 13.40% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $607 | $2,318-73.8% | $2,954-79.5% | $2,551-76.2% |
| Participant deferral / active EE | $2,737 | $4,224-35.2% | $5,098-46.3% | $4,139-33.9% |
| Admin fee / account holder | $3,180 | $9,013-64.7% | $12,098-73.7% | $7,234-56.0% |