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 | $96,365 | $95,453+1.0% | $112,040-14.0% | $82,448+16.9% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.5%-18.8pp | 68.1%-10.4pp |
| Annual return | 5.45% | 23.92%-18.5pp | 24.52%-19.1pp | 41.64%-36.2pp |
| Employer contribution / active EE | $539 | $2,318-76.8% | $2,954-81.8% | $2,551-78.9% |
| Participant deferral / active EE | $2,261 | $4,224-46.5% | $5,098-55.6% | $4,139-45.4% |
| Admin fee / account holder | $4,335 | $9,013-51.9% | $12,098-64.2% | $7,234-40.1% |