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 | $25,704 | $51,638-50.2% | $68,368-62.4% | $82,448-68.8% |
| Participation rate | 29.0% | 63.6%-34.6pp | 73.8%-44.8pp | 68.1%-39.1pp |
| Annual return | 16.31% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $248 | $2,047-87.9% | $2,649-90.6% | $2,551-90.3% |
| Participant deferral / active EE | $1,729 | $2,914-40.7% | $4,123-58.1% | $4,139-58.2% |
| Admin fee / account holder | $8,403 | $4,643+81.0% | $5,150+63.2% | $7,234+16.2% |