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 | $5,637 | $97,125-94.2% | $86,233-93.5% | $137,256-95.9% |
| Participation rate | 69.6% | 74.2%-4.6pp | 69.0%+0.5pp | 80.0%-10.4pp |
| Annual return | 16.12% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,446 | $5,180-33.5% | $4,559-24.4% | $6,407-46.2% |
| Admin fee / account holder | $1,634 | $9,725-83.2% | $8,342-80.4% | $12,270-86.7% |