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 | $183,380 | $86,922+111.0% | $102,438+79.0% | $80,874+126.7% |
| Participation rate | 17.1% | 72.4%-55.2pp | 76.5%-59.4pp | 67.6%-50.5pp |
| Annual return | 8.61% | 18.90%-10.3pp | 29.37%-20.8pp | 35.62%-27.0pp |
| Employer contribution / active EE | $571 | $2,369-75.9% | $3,024-81.1% | $2,756-79.3% |
| Participant deferral / active EE | $3,047 | $4,119-26.0% | $5,054-39.7% | $4,297-29.1% |
| Admin fee / account holder | $4,066 | $8,050-49.5% | $9,448-57.0% | $6,935-41.4% |