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 | $113,374 | $108,825+4.2% | $156,181-27.4% | $82,448+37.5% |
| Participation rate | 53.8% | 72.4%-18.5pp | 78.8%-25.0pp | 68.1%-14.2pp |
| Annual return | 14.13% | 20.59%-6.5pp | 64.87%-50.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $601 | $2,870-79.1% | $4,294-86.0% | $2,551-76.4% |
| Participant deferral / active EE | $3,813 | $4,577-16.7% | $6,132-37.8% | $4,139-7.9% |
| Admin fee / account holder | $27,305 | $9,341+192.3% | $14,586+87.2% | $7,234+277.4% |