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 | $96,515 | $210,343-54.1% | $153,432-37.1% | $145,959-33.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.34% | 13.38%-7.0pp | 15.66%-9.3pp | 561.95%-555.6pp |
| Employer contribution / active EE | $1,208 | $6,047-80.0% | $5,038-76.0% | $4,661-74.1% |
| Participant deferral / active EE | $2,258 | $7,977-71.7% | $6,757-66.6% | $6,689-66.2% |
| Admin fee / account holder | $85,567 | $19,424+340.5% | $12,725+572.5% | $13,398+538.7% |