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 | $183,110 | $94,031+94.7% | $115,768+58.2% | $82,448+122.1% |
| Participation rate | 57.8% | 70.4%-12.6pp | 74.4%-16.6pp | 68.1%-10.2pp |
| Annual return | 11.47% | 20.61%-9.1pp | 100.46%-89.0pp | 41.64%-30.2pp |
| Employer contribution / active EE | $348 | $2,323-85.0% | $2,940-88.2% | $2,551-86.4% |
| Participant deferral / active EE | $2,751 | $3,972-30.7% | $4,917-44.1% | $4,139-33.5% |
| Admin fee / account holder | $8,191 | $10,249-20.1% | $12,439-34.2% | $7,234+13.2% |