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 9-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 | $9,660 | $72,071-86.6% | $68,368-85.9% | $137,256-93.0% |
| Participation rate | 41.2% | 76.2%-35.1pp | 73.8%-32.6pp | 80.0%-38.8pp |
| Annual return | 12.01% | 353.14%-341.1pp | 292.57%-280.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $85 | $2,788-96.9% | $2,649-96.8% | $4,156-97.9% |
| Participant deferral / active EE | $1,707 | $4,410-61.3% | $4,123-58.6% | $6,407-73.4% |
| Admin fee / account holder | $6,893 | $5,336+29.2% | $5,150+33.8% | $12,270-43.8% |