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 | $18,648 | $52,450-64.4% | $129,295-85.6% | $74,546-75.0% |
| Participation rate | 52.6% | 53.8%-1.2pp | 69.6%-17.0pp | 67.2%-14.6pp |
| Annual return | 13.61% | 15.65%-2.0pp | 9429.28%-9415.7pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $325 | $1,532-78.8% | $4,157-92.2% | $2,624-87.6% |
| Participant deferral / active EE | $1,042 | $2,797-62.8% | $4,169-75.0% | $4,347-76.0% |
| Admin fee / account holder | $451 | $2,636-82.9% | $7,665-94.1% | $1,944-76.8% |