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 | $109,451 | $106,749+2.5% | $145,433-24.7% | $82,448+32.8% |
| Participation rate | 31.0% | 75.6%-44.7pp | 82.1%-51.2pp | 68.1%-37.1pp |
| Annual return | 15.13% | 27.59%-12.5pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,593 | $6,519-60.2% | $7,897-67.2% | $4,139-37.4% |
| Admin fee / account holder | $43,174 | $8,390+414.6% | $13,129+228.8% | $7,234+496.8% |