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 | $30,444 | $76,407-60.2% | $150,298-79.7% | $82,448-63.1% |
| Participation rate | 47.8% | 66.4%-18.6pp | 77.8%-30.0pp | 68.1%-20.3pp |
| Annual return | 16.80% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $114 | $2,614-95.6% | $4,154-97.2% | $2,551-95.5% |
| Participant deferral / active EE | $1,490 | $3,214-53.6% | $5,453-72.7% | $4,139-64.0% |
| Admin fee / account holder | $747 | $6,352-88.2% | $14,116-94.7% | $7,234-89.7% |