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 7-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 | $42,163 | $108,825-61.3% | $156,181-73.0% | $82,448-48.9% |
| Participation rate | 30.2% | 72.4%-42.1pp | 78.8%-48.6pp | 68.1%-37.8pp |
| Annual return | 17.91% | 20.59%-2.7pp | 64.87%-47.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,403 | $4,577-25.7% | $6,132-44.5% | $4,139-17.8% |
| Admin fee / account holder | $802 | $9,341-91.4% | $14,586-94.5% | $7,234-88.9% |