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 | $82,849 | $95,453-13.2% | $112,040-26.1% | $82,448+0.5% |
| Participation rate | 52.6% | 72.8%-20.1pp | 76.5%-23.9pp | 68.1%-15.4pp |
| Annual return | 12.03% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $225 | $2,318-90.3% | $2,954-92.4% | $2,551-91.2% |
| Participant deferral / active EE | $2,774 | $4,224-34.3% | $5,098-45.6% | $4,139-33.0% |
| Admin fee / account holder | $6,826 | $9,013-24.3% | $12,098-43.6% | $7,234-5.6% |