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 6-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 | $30,238 | $34,932-13.4% | $56,441-46.4% | $74,546-59.4% |
| Participation rate | 43.5% | 32.9%+10.7pp | 52.5%-8.9pp | 67.2%-23.7pp |
| Annual return | 17.69% | 24.90%-7.2pp | 1704.21%-1686.5pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,961 | $1,173+237.7% | $1,953+102.8% | $4,347-8.9% |
| Admin fee / account holder | $3,994 | $2,359+69.3% | $2,829+41.2% | $1,944+105.5% |