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 | $83,193 | $74,661+11.4% | $160,784-48.3% | $67,986+22.4% |
| Participation rate | 61.5% | 57.1%+4.4pp | 77.0%-15.4pp | 57.2%+4.3pp |
| Annual return | 15.02% | 28.83%-13.8pp | 1803.92%-1788.9pp | 31.67%-16.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,940 | $3,681+7.0% | $6,293-37.4% | $3,358+17.3% |
| Admin fee / account holder | $6,271 | $3,959+58.4% | $9,717-35.5% | $3,203+95.8% |