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 | $40,239 | $117,859-65.9% | $102,438-60.7% | $145,959-72.4% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 12.42% | 31.72%-19.3pp | 29.37%-16.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $737 | $3,615-79.6% | $3,024-75.6% | $4,661-84.2% |
| Participant deferral / active EE | $3,851 | $5,732-32.8% | $5,054-23.8% | $6,689-42.4% |
| Admin fee / account holder | $646 | $13,318-95.1% | $9,448-93.2% | $13,398-95.2% |