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 | $146,666 | $126,519+15.9% | $106,201+38.1% | $145,959+0.5% |
| Participation rate | 52.2% | 77.7%-25.5pp | 75.3%-23.1pp | 80.3%-28.1pp |
| Annual return | 10.57% | 225.10%-214.5pp | 116.26%-105.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $522 | $3,726-86.0% | $3,170-83.5% | $4,661-88.8% |
| Participant deferral / active EE | $2,691 | $5,716-52.9% | $5,012-46.3% | $6,689-59.8% |
| Admin fee / account holder | $7,104 | $17,312-59.0% | $11,039-35.6% | $13,398-47.0% |