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 10-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 | $59,506 | $73,787-19.4% | $98,716-39.7% | $82,448-27.8% |
| Participation rate | 27.6% | 61.4%-33.8pp | 69.3%-41.7pp | 68.1%-40.5pp |
| Annual return | 13.34% | 18.57%-5.2pp | 31.81%-18.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $222 | $1,511-85.3% | $2,279-90.2% | $2,551-91.3% |
| Participant deferral / active EE | $1,760 | $3,081-42.9% | $4,048-56.5% | $4,139-57.5% |
| Admin fee / account holder | $10,666 | $6,500+64.1% | $8,703+22.6% | $7,234+47.4% |