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 | $82,102 | $94,031-12.7% | $115,768-29.1% | $82,448-0.4% |
| Participation rate | 56.3% | 70.4%-14.2pp | 74.4%-18.1pp | 68.1%-11.8pp |
| Annual return | 16.11% | 20.61%-4.5pp | 100.46%-84.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $369 | $2,323-84.1% | $2,940-87.4% | $2,551-85.5% |
| Participant deferral / active EE | $1,836 | $3,972-53.8% | $4,917-62.7% | $4,139-55.7% |
| Admin fee / account holder | $9,964 | $10,249-2.8% | $12,439-19.9% | $7,234+37.7% |