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 5-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 | $10,270 | $92,798-88.9% | $96,707-89.4% | $137,256-92.5% |
| Participation rate | 60.0% | 81.6%-21.6pp | 80.4%-20.4pp | 80.0%-20.0pp |
| Annual return | 15.24% | 31.24%-16.0pp | 34.78%-19.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $789 | $4,147-81.0% | $4,191-81.2% | $4,156-81.0% |
| Participant deferral / active EE | $1,436 | $5,877-75.6% | $5,997-76.1% | $6,407-77.6% |
| Admin fee / account holder | $660 | $7,946-91.7% | $7,503-91.2% | $12,270-94.6% |