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 7-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 | $29,378 | $76,407-61.6% | $150,298-80.5% | $82,448-64.4% |
| Participation rate | 37.1% | 66.4%-29.3pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | 31.32% | 39.99%-8.7pp | 62.79%-31.5pp | 41.64%-10.3pp |
| Employer contribution / active EE | $76 | $2,614-97.1% | $4,154-98.2% | $2,551-97.0% |
| Participant deferral / active EE | $3,895 | $3,214+21.2% | $5,453-28.6% | $4,139-5.9% |
| Admin fee / account holder | $9,151 | $6,352+44.1% | $14,116-35.2% | $7,234+26.5% |