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 | $50,531 | $178,174-71.6% | $156,181-67.6% | $137,256-63.2% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 19.15% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $967 | $4,972-80.6% | $4,294-77.5% | $4,156-76.7% |
| Participant deferral / active EE | $2,656 | $6,888-61.4% | $6,132-56.7% | $6,407-58.5% |
| Admin fee / account holder | $18,995 | $17,404+9.1% | $14,586+30.2% | $12,270+54.8% |