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 5-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 | $5,086 | $23,330-78.2% | $64,489-92.1% | $82,448-93.8% |
| Participation rate | 68.3% | 68.3%0pp | 67.7%+0.6pp | 68.1%+0.2pp |
| Annual return | 13.90% | 83.66%-69.8pp | 55.03%-41.1pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,336 | $1,707-21.7% | $2,778-51.9% | $4,139-67.7% |
| Admin fee / account holder | $2,356 | $2,946-20.0% | $4,260-44.7% | $7,234-67.4% |