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 | $20,038 | $57,590-65.2% | $86,233-76.8% | $82,448-75.7% |
| Participation rate | 36.0% | 57.9%-21.8pp | 69.0%-33.0pp | 68.1%-32.0pp |
| Annual return | 54.44% | 22.41%+32.0pp | 61.39%-7.0pp | 41.64%+12.8pp |
| Employer contribution / active EE | $114 | $1,655-93.1% | $2,504-95.5% | $2,551-95.5% |
| Participant deferral / active EE | $2,096 | $3,080-31.9% | $4,559-54.0% | $4,139-49.4% |
| Admin fee / account holder | $19,364 | $4,730+309.4% | $8,342+132.1% | $7,234+167.7% |