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 | $74,804 | $83,369-10.3% | $105,223-28.9% | $67,986+10.0% |
| Participation rate | 20.7% | 56.3%-35.6pp | 75.0%-54.3pp | 57.2%-36.5pp |
| Annual return | 11.43% | 24.64%-13.2pp | 180.65%-169.2pp | 31.67%-20.2pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,452 | $3,295-55.9% | $5,072-71.4% | $3,358-56.8% |
| Admin fee / account holder | $5,473 | $4,073+34.4% | $8,859-38.2% | $3,203+70.9% |