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 | $47,396 | $239,571-80.2% | $183,328-74.1% | $137,256-65.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 3.12% | 35.69%-32.6pp | 29.67%-26.5pp | 220.34%-217.2pp |
| Employer contribution / active EE | $336 | $6,148-94.5% | $5,055-93.4% | $4,156-91.9% |
| Participant deferral / active EE | $3,544 | $7,995-55.7% | $6,795-47.8% | $6,407-44.7% |
| Admin fee / account holder | $4,615 | $30,059-84.6% | $21,427-78.5% | $12,270-62.4% |