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 | $221,425 | $86,922+154.7% | $102,438+116.2% | $80,874+173.8% |
| Participation rate | 67.7% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%+0.1pp |
| Annual return | 11.92% | 18.90%-7.0pp | 29.37%-17.5pp | 35.62%-23.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,854 | $4,119+42.1% | $5,054+15.8% | $4,297+36.2% |
| Admin fee / account holder | $32,196 | $8,050+300.0% | $9,448+240.8% | $6,935+364.2% |