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 3-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 | $56,393 | $102,382-44.9% | $147,005-61.6% | $80,874-30.3% |
| Participation rate | 63.9% | 75.8%-12.0pp | 82.2%-18.3pp | 67.6%-3.8pp |
| Annual return | 53.41% | 134.89%-81.5pp | 418.76%-365.4pp | 35.62%+17.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $27,925 | $6,646+320.1% | $8,070+246.0% | $4,297+549.9% |
| Admin fee / account holder | $13,407 | $7,942+68.8% | $13,006+3.1% | $6,935+93.3% |