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 | $58,612 | $106,749-45.1% | $145,433-59.7% | $82,448-28.9% |
| Participation rate | 56.5% | 75.6%-19.1pp | 82.1%-25.6pp | 68.1%-11.5pp |
| Annual return | 44.91% | 27.59%+17.3pp | 66.58%-21.7pp | 41.64%+3.3pp |
| Employer contribution / active EE | $221 | $3,444-93.6% | $4,554-95.1% | $2,551-91.3% |
| Participant deferral / active EE | $7,877 | $6,519+20.8% | $7,897-0.3% | $4,139+90.3% |
| Admin fee / account holder | $3,515 | $8,390-58.1% | $13,129-73.2% | $7,234-51.4% |