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 | $20,461 | $210,698-90.3% | $178,014-88.5% | $145,959-86.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 5.60% | 386.27%-380.7pp | 294.80%-289.2pp | 561.95%-556.4pp |
| Employer contribution / active EE | $546 | $4,567-88.0% | $3,950-86.2% | $4,661-88.3% |
| Participant deferral / active EE | $2,183 | $6,958-68.6% | $6,276-65.2% | $6,689-67.4% |
| Admin fee / account holder | $19,049 | $12,016+58.5% | $10,362+83.8% | $13,398+42.2% |