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 | $209,050 | $172,111+21.5% | $150,298+39.1% | $137,256+52.3% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 20.30% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $502 | $4,636-89.2% | $4,154-87.9% | $4,156-87.9% |
| Participant deferral / active EE | $3,929 | $6,166-36.3% | $5,453-27.9% | $6,407-38.7% |
| Admin fee / account holder | $374 | $16,471-97.7% | $14,116-97.4% | $12,270-97.0% |