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 | $135,642 | $159,934-15.2% | $147,005-7.7% | $145,959-7.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.66% | 98.24%-88.6pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $985 | $5,287-81.4% | $4,934-80.0% | $4,661-78.9% |
| Participant deferral / active EE | $11,665 | $8,427+38.4% | $8,070+44.6% | $6,689+74.4% |
| Admin fee / account holder | $32,261 | $15,053+114.3% | $13,006+148.0% | $13,398+140.8% |