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 | $25,378 | $73,787-65.6% | $98,716-74.3% | $82,448-69.2% |
| Participation rate | 42.9% | 61.4%-18.6pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 13.41% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $272 | $1,511-82.0% | $2,279-88.1% | $2,551-89.3% |
| Participant deferral / active EE | $2,911 | $3,081-5.5% | $4,048-28.1% | $4,139-29.7% |
| Admin fee / account holder | $4,773 | $6,500-26.6% | $8,703-45.2% | $7,234-34.0% |