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 | $85,489 | $132,634-35.5% | $115,768-26.2% | $137,256-37.7% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.4%-32.3pp | 80.0%-37.9pp |
| Annual return | 21.35% | 160.70%-139.3pp | 100.46%-79.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,919 | $5,619-48.1% | $4,917-40.6% | $6,407-54.4% |
| Admin fee / account holder | $1,279 | $15,028-91.5% | $12,439-89.7% | $12,270-89.6% |