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 | $42,508 | $59,402-28.4% | $93,654-54.6% | $74,546-43.0% |
| Participation rate | 37.8% | 59.7%-21.9pp | 68.7%-30.9pp | 67.2%-29.4pp |
| Annual return | 18.70% | 81.86%-63.2pp | 133.34%-114.6pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $94 | $1,265-92.5% | $2,421-96.1% | $2,624-96.4% |
| Participant deferral / active EE | $1,839 | $3,049-39.7% | $4,413-58.3% | $4,347-57.7% |
| Admin fee / account holder | $5,327 | $3,023+76.2% | $8,282-35.7% | $1,944+174.1% |