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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,870 | $209,336+29.4% | $197,124+37.4% | $137,256+97.3% |
| Participation rate | 20.0% | 87.3%-67.3pp | 86.7%-66.7pp | 80.0%-60.0pp |
| Annual return | 4.10% | 48.09%-44.0pp | 44.34%-40.2pp | 220.34%-216.2pp |
| Employer contribution / active EE | $353 | $6,591-94.6% | $6,227-94.3% | $4,156-91.5% |
| Participant deferral / active EE | $4,700 | $9,614-51.1% | $9,135-48.5% | $6,407-26.6% |
| Admin fee / account holder | $703,117 | $17,308+3962.5% | $16,298+4214.1% | $12,270+5630.3% |