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 | $72,539 | $81,233-10.7% | $155,567-53.4% | $80,874-10.3% |
| Participation rate | 64.0% | 66.2%-2.2pp | 78.2%-14.2pp | 67.6%-3.6pp |
| Annual return | 9.84% | 33.33%-23.5pp | 64.74%-54.9pp | 35.62%-25.8pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,849 | $3,452+69.4% | $5,628+3.9% | $4,297+36.1% |
| Admin fee / account holder | $6,380 | $7,998-20.2% | $15,916-59.9% | $6,935-8.0% |