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 | $43,416 | $76,407-43.2% | $150,298-71.1% | $82,448-47.3% |
| Participation rate | 47.6% | 66.4%-18.8pp | 77.8%-30.1pp | 68.1%-20.4pp |
| Annual return | 44.33% | 39.99%+4.3pp | 62.79%-18.5pp | 41.64%+2.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,511 | $3,214-21.9% | $5,453-54.0% | $4,139-39.3% |
| Admin fee / account holder | $798 | $6,352-87.4% | $14,116-94.3% | $7,234-89.0% |