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 | $88,397 | $52,353+68.8% | $120,225-26.5% | $82,448+7.2% |
| Participation rate | 4.8% | 58.3%-53.6pp | 69.6%-64.8pp | 68.1%-63.3pp |
| Annual return | 18.72% | 61.85%-43.1pp | 439.23%-420.5pp | 41.64%-22.9pp |
| Employer contribution / active EE | $110 | $1,510-92.7% | $3,475-96.8% | $2,551-95.7% |
| Participant deferral / active EE | $1,072 | $2,627-59.2% | $3,999-73.2% | $4,139-74.1% |
| Admin fee / account holder | $2,056 | $4,363-52.9% | $5,696-63.9% | $7,234-71.6% |