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 | $47,639 | $52,353-9.0% | $120,225-60.4% | $82,448-42.2% |
| Participation rate | 34.2% | 58.3%-24.1pp | 69.6%-35.4pp | 68.1%-33.9pp |
| Annual return | 16.69% | 61.85%-45.2pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $217 | $1,510-85.6% | $3,475-93.8% | $2,551-91.5% |
| Participant deferral / active EE | $1,866 | $2,627-29.0% | $3,999-53.3% | $4,139-54.9% |
| Admin fee / account holder | $9,196 | $4,363+110.8% | $5,696+61.4% | $7,234+27.1% |