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 4-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 | $41,268 | $111,535-63.0% | $105,223-60.8% | $137,256-69.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 13.19% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $604 | $3,939-84.7% | $3,689-83.6% | $4,156-85.5% |
| Participant deferral / active EE | $2,857 | $5,500-48.0% | $5,072-43.7% | $6,407-55.4% |
| Admin fee / account holder | $999 | $9,721-89.7% | $8,859-88.7% | $12,270-91.9% |