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 | $86,509 | $172,111-49.7% | $150,298-42.4% | $137,256-37.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 23.61% | 69.37%-45.8pp | 62.79%-39.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $773 | $4,636-83.3% | $4,154-81.4% | $4,156-81.4% |
| Participant deferral / active EE | $4,450 | $6,166-27.8% | $5,453-18.4% | $6,407-30.5% |
| Admin fee / account holder | $904 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |