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 | $38,611 | $64,890-40.5% | $134,172-71.2% | $67,986-43.2% |
| Participation rate | 16.1% | 48.5%-32.4pp | 72.5%-56.4pp | 57.2%-41.1pp |
| Annual return | 14.79% | 16.12%-1.3pp | 25.30%-10.5pp | 31.67%-16.9pp |
| Employer contribution / active EE | $251 | $1,360-81.6% | $3,420-92.7% | $2,019-87.6% |
| Participant deferral / active EE | $1,074 | $2,289-53.1% | $4,690-77.1% | $3,358-68.0% |
| Admin fee / account holder | $41,834 | $3,140+1232.2% | $12,016+248.2% | $3,203+1206.0% |