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 4-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 | $2,559 | $23,330-89.0% | $64,489-96.0% | $82,448-96.9% |
| Participation rate | 60.2% | 68.3%-8.0pp | 67.7%-7.5pp | 68.1%-7.8pp |
| Annual return | 21.21% | 83.66%-62.5pp | 55.03%-33.8pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $905 | $1,707-47.0% | $2,778-67.4% | $4,139-78.1% |
| Admin fee / account holder | $721 | $2,946-75.5% | $4,260-83.1% | $7,234-90.0% |