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 | $36,708 | $102,382-64.1% | $147,005-75.0% | $80,874-54.6% |
| Participation rate | 49.4% | 75.8%-26.5pp | 82.2%-32.8pp | 67.6%-18.3pp |
| Annual return | 18.18% | 134.89%-116.7pp | 418.76%-400.6pp | 35.62%-17.4pp |
| Employer contribution / active EE | $732 | $3,715-80.3% | $4,934-85.2% | $2,756-73.4% |
| Participant deferral / active EE | $4,347 | $6,646-34.6% | $8,070-46.1% | $4,297+1.2% |
| Admin fee / account holder | $1,041 | $7,942-86.9% | $13,006-92.0% | $6,935-85.0% |