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 6-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 | $18,671 | $52,353-64.3% | $120,225-84.5% | $82,448-77.4% |
| Participation rate | 41.5% | 58.3%-16.8pp | 69.6%-28.1pp | 68.1%-26.6pp |
| Annual return | 17.14% | 61.85%-44.7pp | 439.23%-422.1pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4 | $1,510-99.7% | $3,475-99.9% | $2,551-99.8% |
| Participant deferral / active EE | $2,046 | $2,627-22.1% | $3,999-48.8% | $4,139-50.6% |
| Admin fee / account holder | $2,514 | $4,363-42.4% | $5,696-55.9% | $7,234-65.3% |