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 | $135,942 | $94,031+44.6% | $115,768+17.4% | $82,448+64.9% |
| Participation rate | 45.2% | 70.4%-25.3pp | 74.4%-29.2pp | 68.1%-22.9pp |
| Annual return | 13.89% | 20.61%-6.7pp | 100.46%-86.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $175 | $2,323-92.5% | $2,940-94.0% | $2,551-93.1% |
| Participant deferral / active EE | $1,938 | $3,972-51.2% | $4,917-60.6% | $4,139-53.2% |
| Admin fee / account holder | $1,859 | $10,249-81.9% | $12,439-85.1% | $7,234-74.3% |