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 | $153,575 | $111,535+37.7% | $105,223+46.0% | $137,256+11.9% |
| Participation rate | 18.8% | 78.1%-59.3pp | 75.0%-56.3pp | 80.0%-61.2pp |
| Annual return | 15.68% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $432 | $3,939-89.0% | $3,689-88.3% | $4,156-89.6% |
| Participant deferral / active EE | $2,348 | $5,500-57.3% | $5,072-53.7% | $6,407-63.4% |
| Admin fee / account holder | $1,705 | $9,721-82.5% | $8,859-80.8% | $12,270-86.1% |