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 | $67,056 | $71,057-5.6% | $93,654-28.4% | $80,874-17.1% |
| Participation rate | 26.2% | 60.4%-34.2pp | 68.7%-42.5pp | 67.6%-41.5pp |
| Annual return | 9.46% | 11.26%-1.8pp | 133.34%-123.9pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,255 | $4,034-68.9% | $4,413-71.6% | $4,297-70.8% |
| Admin fee / account holder | $10,389 | $6,944+49.6% | $8,282+25.4% | $6,935+49.8% |