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 5-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 | $58,406 | $88,360-33.9% | $145,433-59.8% | $67,986-14.1% |
| Participation rate | 47.0% | 65.5%-18.5pp | 82.1%-35.1pp | 57.2%-10.2pp |
| Annual return | 19.72% | 63.15%-43.4pp | 66.58%-46.9pp | 31.67%-11.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,020 | $5,932+35.2% | $7,897+1.6% | $3,358+138.8% |
| Admin fee / account holder | $8,548 | $3,313+158.0% | $13,129-34.9% | $3,203+166.9% |