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 | $35,941 | $209,336-82.8% | $197,124-81.8% | $137,256-73.8% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 5.60% | 48.09%-42.5pp | 44.34%-38.7pp | 220.34%-214.7pp |
| Employer contribution / active EE | $220 | $6,591-96.7% | $6,227-96.5% | $4,156-94.7% |
| Participant deferral / active EE | $3,656 | $9,614-62.0% | $9,135-60.0% | $6,407-42.9% |
| Admin fee / account holder | $321 | $17,308-98.1% | $16,298-98.0% | $12,270-97.4% |