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 6-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 | $112,405 | $111,814+0.5% | $103,374+8.7% | $145,959-23.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 17.65% | 24.77%-7.1pp | 24.89%-7.2pp | 561.95%-544.3pp |
| Employer contribution / active EE | $440 | $4,214-89.6% | $3,869-88.6% | $4,661-90.6% |
| Participant deferral / active EE | $7,667 | $5,618+36.5% | $5,058+51.6% | $6,689+14.6% |
| Admin fee / account holder | $1,169 | $9,754-88.0% | $8,394-86.1% | $13,398-91.3% |