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 3-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 | $26,392 | $51,638-48.9% | $68,368-61.4% | $82,448-68.0% |
| Participation rate | 12.4% | 63.6%-51.2pp | 73.8%-61.4pp | 68.1%-55.7pp |
| Annual return | 13.71% | 37.53%-23.8pp | 292.57%-278.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,089 | $2,914-62.6% | $4,123-73.6% | $4,139-73.7% |
| Admin fee / account holder | $3,333 | $4,643-28.2% | $5,150-35.3% | $7,234-53.9% |