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 | $75,516 | $55,932+35.0% | $76,735-1.6% | $67,986+11.1% |
| Participation rate | 32.1% | 50.8%-18.7pp | 69.5%-37.4pp | 57.2%-25.1pp |
| Annual return | 13.08% | 23.10%-10.0pp | 29.77%-16.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $99 | $1,487-93.3% | $2,454-96.0% | $2,019-95.1% |
| Participant deferral / active EE | $1,486 | $2,558-41.9% | $4,088-63.6% | $3,358-55.7% |
| Admin fee / account holder | $4,656 | $4,907-5.1% | $7,189-35.2% | $3,203+45.4% |