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 | $142,688 | $87,037+63.9% | $106,201+34.4% | $80,874+76.4% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 18.87% | 17.05%+1.8pp | 116.26%-97.4pp | 35.62%-16.7pp |
| Employer contribution / active EE | $230 | $2,396-90.4% | $3,170-92.7% | $2,756-91.7% |
| Participant deferral / active EE | $3,212 | $3,986-19.4% | $5,012-35.9% | $4,297-25.2% |
| Admin fee / account holder | $5,669 | $8,434-32.8% | $11,039-48.7% | $6,935-18.3% |