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 | $115,120 | $108,825+5.8% | $156,181-26.3% | $82,448+39.6% |
| Participation rate | 41.4% | 72.4%-31.0pp | 78.8%-37.4pp | 68.1%-26.7pp |
| Annual return | 14.90% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $244 | $2,870-91.5% | $4,294-94.3% | $2,551-90.4% |
| Participant deferral / active EE | $2,046 | $4,577-55.3% | $6,132-66.6% | $4,139-50.6% |
| Admin fee / account holder | $7,189 | $9,341-23.0% | $14,586-50.7% | $7,234-0.6% |