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 7-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 | $7,680 | $58,234-86.8% | $81,783-90.6% | $80,874-90.5% |
| Participation rate | 51.1% | 63.4%-12.3pp | 72.4%-21.2pp | 67.6%-16.5pp |
| Annual return | 10.10% | 41.70%-31.6pp | 775.05%-765.0pp | 35.62%-25.5pp |
| Employer contribution / active EE | $193 | $2,341-91.8% | $2,913-93.4% | $2,756-93.0% |
| Participant deferral / active EE | $746 | $3,283-77.3% | $4,320-82.7% | $4,297-82.6% |
| Admin fee / account holder | $1,106 | $4,982-77.8% | $7,380-85.0% | $6,935-84.0% |