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 | $127,425 | $58,627+117.3% | $76,735+66.1% | $82,448+54.6% |
| Participation rate | 20.3% | 63.2%-42.9pp | 69.5%-49.2pp | 68.1%-47.8pp |
| Annual return | 12.75% | 39.10%-26.3pp | 29.77%-17.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,529 | $3,134-19.3% | $4,088-38.1% | $4,139-38.9% |
| Admin fee / account holder | $8,491 | $5,323+59.5% | $7,189+18.1% | $7,234+17.4% |