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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,388 | $57,057-4.7% | $85,009-36.0% | $80,874-32.8% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.6%-42.6pp |
| Annual return | 10.15% | 21.66%-11.5pp | 66.47%-56.3pp | 35.62%-25.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,311 | $3,112-57.9% | $4,522-71.0% | $4,297-69.5% |
| Admin fee / account holder | $1,350 | $4,986-72.9% | $6,153-78.1% | $6,935-80.5% |