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 | $146,258 | $77,896+87.8% | $134,172+9.0% | $82,448+77.4% |
| Participation rate | 31.9% | 62.8%-30.8pp | 72.5%-40.5pp | 68.1%-36.1pp |
| Annual return | 16.25% | 18.21%-2.0pp | 25.30%-9.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,529 | $3,162-51.7% | $4,690-67.4% | $4,139-63.1% |
| Admin fee / account holder | $4,376 | $6,336-30.9% | $12,016-63.6% | $7,234-39.5% |