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 | $44,471 | $88,360-49.7% | $145,433-69.4% | $67,986-34.6% |
| Participation rate | 59.0% | 65.5%-6.5pp | 82.1%-23.2pp | 57.2%+1.7pp |
| Annual return | 15.45% | 63.15%-47.7pp | 66.58%-51.1pp | 31.67%-16.2pp |
| Employer contribution / active EE | $269 | $3,054-91.2% | $4,554-94.1% | $2,019-86.7% |
| Participant deferral / active EE | $1,703 | $5,932-71.3% | $7,897-78.4% | $3,358-49.3% |
| Admin fee / account holder | $2,768 | $3,313-16.5% | $13,129-78.9% | $3,203-13.6% |