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 | $71,902 | $65,246+10.2% | $98,716-27.2% | $67,986+5.8% |
| Participation rate | 36.6% | 51.4%-14.8pp | 69.3%-32.7pp | 57.2%-20.6pp |
| Annual return | 86.61% | 20.58%+66.0pp | 31.81%+54.8pp | 31.67%+54.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,264 | $2,594-12.7% | $4,048-44.1% | $3,358-32.6% |
| Admin fee / account holder | $2,378 | $4,561-47.9% | $8,703-72.7% | $3,203-25.8% |