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 | $124,648 | $81,446+53.0% | $103,374+20.6% | $80,874+54.1% |
| Participation rate | 37.5% | 66.9%-29.4pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 11.40% | 25.57%-14.2pp | 24.89%-13.5pp | 35.62%-24.2pp |
| Employer contribution / active EE | $386 | $3,107-87.6% | $3,869-90.0% | $2,756-86.0% |
| Participant deferral / active EE | $2,961 | $3,870-23.5% | $5,058-41.5% | $4,297-31.1% |
| Admin fee / account holder | $725 | $6,715-89.2% | $8,394-91.4% | $6,935-89.6% |