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 6-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 | $56,325 | $106,749-47.2% | $145,433-61.3% | $82,448-31.7% |
| Participation rate | 58.7% | 75.6%-17.0pp | 82.1%-23.4pp | 68.1%-9.4pp |
| Annual return | 17.09% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,343 | $6,519+43.3% | $7,897+18.3% | $4,139+125.7% |
| Admin fee / account holder | $3,022 | $8,390-64.0% | $13,129-77.0% | $7,234-58.2% |