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 7-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 | $15,681 | $88,710-82.3% | $81,783-80.8% | $145,959-89.3% |
| Participation rate | 41.2% | 75.0%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 9.58% | 1027.26%-1017.7pp | 775.05%-765.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,190 | $4,645-52.8% | $4,320-49.3% | $6,689-67.3% |
| Admin fee / account holder | $555 | $8,407-93.4% | $7,380-92.5% | $13,398-95.9% |