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 | $107,221 | $183,592-41.6% | $155,567-31.1% | $145,959-26.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 16.04% | 61.24%-45.2pp | 64.74%-48.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $667 | $5,315-87.5% | $4,674-85.7% | $4,661-85.7% |
| Participant deferral / active EE | $7,500 | $6,464+16.0% | $5,628+33.3% | $6,689+12.1% |
| Admin fee / account holder | $940 | $19,318-95.1% | $15,916-94.1% | $13,398-93.0% |