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 | $67,432 | $88,672-24.0% | $105,223-35.9% | $82,448-18.2% |
| Participation rate | 53.1% | 67.9%-14.9pp | 75.0%-22.0pp | 68.1%-15.0pp |
| Annual return | 16.92% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $742 | $3,048-75.7% | $3,689-79.9% | $2,551-70.9% |
| Participant deferral / active EE | $4,424 | $4,036+9.6% | $5,072-12.8% | $4,139+6.9% |
| Admin fee / account holder | $867 | $7,146-87.9% | $8,859-90.2% | $7,234-88.0% |