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 | $203,999 | $159,934+27.6% | $147,005+38.8% | $145,959+39.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.00% | 98.24%-89.2pp | 418.76%-409.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $933 | $5,287-82.3% | $4,934-81.1% | $4,661-80.0% |
| Participant deferral / active EE | $9,067 | $8,427+7.6% | $8,070+12.4% | $6,689+35.6% |
| Admin fee / account holder | $3,581 | $15,053-76.2% | $13,006-72.5% | $13,398-73.3% |