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 | $29,350 | $81,233-63.9% | $155,567-81.1% | $80,874-63.7% |
| Participation rate | 33.9% | 66.2%-32.3pp | 78.2%-44.3pp | 67.6%-33.7pp |
| Annual return | 7.35% | 33.33%-26.0pp | 64.74%-57.4pp | 35.62%-28.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,482 | $3,452-57.1% | $5,628-73.7% | $4,297-65.5% |
| Admin fee / account holder | $435 | $7,998-94.6% | $15,916-97.3% | $6,935-93.7% |