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 | $57,988 | $65,246-11.1% | $98,716-41.3% | $67,986-14.7% |
| Participation rate | 23.3% | 51.4%-28.1pp | 69.3%-46.0pp | 57.2%-33.9pp |
| Annual return | 15.44% | 20.58%-5.1pp | 31.81%-16.4pp | 31.67%-16.2pp |
| Employer contribution / active EE | $191 | $1,042-81.7% | $2,279-91.6% | $2,019-90.6% |
| Participant deferral / active EE | $1,455 | $2,594-43.9% | $4,048-64.0% | $3,358-56.7% |
| Admin fee / account holder | $11,019 | $4,561+141.6% | $8,703+26.6% | $3,203+244.0% |