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 | $194,425 | $111,814+73.9% | $103,374+88.1% | $145,959+33.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.65% | 24.77%-14.1pp | 24.89%-14.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $401 | $4,214-90.5% | $3,869-89.6% | $4,661-91.4% |
| Participant deferral / active EE | $2,265 | $5,618-59.7% | $5,058-55.2% | $6,689-66.1% |
| Admin fee / account holder | $71,189 | $9,754+629.8% | $8,394+748.1% | $13,398+431.3% |