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 | $81,269 | $72,071+12.8% | $68,368+18.9% | $137,256-40.8% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 8.59% | 353.14%-344.6pp | 292.57%-284.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,984 | $4,410-55.0% | $4,123-51.9% | $6,407-69.0% |
| Admin fee / account holder | $17,964 | $5,336+236.7% | $5,150+248.8% | $12,270+46.4% |