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 | $57,720 | $101,499-43.1% | $147,005-60.7% | $74,546-22.6% |
| Participation rate | 53.6% | 75.5%-22.0pp | 82.2%-28.6pp | 67.2%-13.6pp |
| Annual return | 12.31% | 8732.34%-8720.0pp | 418.76%-406.5pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $279 | $3,811-92.7% | $4,934-94.4% | $2,624-89.4% |
| Participant deferral / active EE | $3,238 | $7,304-55.7% | $8,070-59.9% | $4,347-25.5% |
| Admin fee / account holder | $3,161 | $1,748+80.8% | $13,006-75.7% | $1,944+62.6% |