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 4-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 | $57,873 | $71,057-18.6% | $93,654-38.2% | $80,874-28.4% |
| Participation rate | 13.5% | 60.4%-46.9pp | 68.7%-55.2pp | 67.6%-54.1pp |
| Annual return | 13.38% | 11.26%+2.1pp | 133.34%-120.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,177 | $4,034-46.0% | $4,413-50.7% | $4,297-49.3% |
| Admin fee / account holder | $22,595 | $6,944+225.4% | $8,282+172.8% | $6,935+225.8% |