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 | $63,457 | $183,592-65.4% | $155,567-59.2% | $145,959-56.5% |
| Participation rate | 11.8% | 82.7%-70.9pp | 78.2%-66.4pp | 80.3%-68.5pp |
| Annual return | 10.88% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $765 | $5,315-85.6% | $4,674-83.6% | $4,661-83.6% |
| Participant deferral / active EE | $2,271 | $6,464-64.9% | $5,628-59.7% | $6,689-66.1% |
| Admin fee / account holder | $547 | $19,318-97.2% | $15,916-96.6% | $13,398-95.9% |