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 3-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 | $8,181 | $97,125-91.6% | $86,233-90.5% | $137,256-94.0% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.0%-23.6pp | 80.0%-34.5pp |
| Annual return | 8.84% | 74.19%-65.3pp | 61.39%-52.5pp | 220.34%-211.5pp |
| Employer contribution / active EE | $227 | $2,841-92.0% | $2,504-90.9% | $4,156-94.5% |
| Participant deferral / active EE | $2,089 | $5,180-59.7% | $4,559-54.2% | $6,407-67.4% |
| Admin fee / account holder | $4,863 | $9,725-50.0% | $8,342-41.7% | $12,270-60.4% |