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 | $128,085 | $108,912+17.6% | $100,383+27.6% | $145,959-12.2% |
| Participation rate | 69.2% | 83.0%-13.7pp | 81.5%-12.3pp | 80.3%-11.1pp |
| Annual return | 18.00% | 57.96%-40.0pp | 49.26%-31.3pp | 561.95%-543.9pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,195 | $8,451-62.2% | $8,086-60.5% | $6,689-52.2% |
| Admin fee / account holder | $16,285 | $9,690+68.1% | $7,900+106.1% | $13,398+21.5% |