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 7-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 | $34,439 | $65,904-47.7% | $160,784-78.6% | $79,634-56.8% |
| Participation rate | 14.7% | 56.2%-41.6pp | 77.0%-62.3pp | 62.5%-47.8pp |
| Annual return | 22.65% | 20.16%+2.5pp | 1803.92%-1781.3pp | 36.46%-13.8pp |
| Employer contribution / active EE | $190 | $1,805-89.5% | $3,733-94.9% | $2,529-92.5% |
| Participant deferral / active EE | $1,378 | $3,692-62.7% | $6,293-78.1% | $3,835-64.1% |
| Admin fee / account holder | $7,346 | $965+661.0% | $9,717-24.4% | $1,002+633.2% |