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 | $43,062 | $68,097-36.8% | $62,929-31.6% | $137,256-68.6% |
| Participation rate | 28.6% | 77.4%-48.9pp | 73.1%-44.5pp | 80.0%-51.4pp |
| Annual return | 2.02% | 1859.11%-1857.1pp | 1063.93%-1061.9pp | 220.34%-218.3pp |
| Employer contribution / active EE | -$53 | $2,811-101.9% | $2,505-102.1% | $4,156-101.3% |
| Participant deferral / active EE | $839 | $4,553-81.6% | $3,888-78.4% | $6,407-86.9% |
| Admin fee / account holder | $55,724 | $6,521+754.5% | $5,065+1000.3% | $12,270+354.1% |