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 8-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 | $31,981 | $111,535-71.3% | $105,223-69.6% | $137,256-76.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 132.91% | 237.85%-104.9pp | 180.65%-47.7pp | 220.34%-87.4pp |
| Employer contribution / active EE | $392 | $3,939-90.0% | $3,689-89.4% | $4,156-90.6% |
| Participant deferral / active EE | $2,304 | $5,500-58.1% | $5,072-54.6% | $6,407-64.0% |
| Admin fee / account holder | $7,854 | $9,721-19.2% | $8,859-11.3% | $12,270-36.0% |