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 10-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 | $33,379 | $124,425-73.2% | $112,040-70.2% | $137,256-75.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 12.49% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $392 | $3,411-88.5% | $2,954-86.7% | $4,156-90.6% |
| Participant deferral / active EE | $2,506 | $5,718-56.2% | $5,098-50.8% | $6,407-60.9% |
| Admin fee / account holder | $32,753 | $15,207+115.4% | $12,098+170.7% | $12,270+166.9% |