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 5-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 | $33,363 | $57,590-42.1% | $86,233-61.3% | $82,448-59.5% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.0%-54.7pp | 68.1%-53.8pp |
| Annual return | 12.74% | 22.41%-9.7pp | 61.39%-48.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,096 | $3,080-64.4% | $4,559-76.0% | $4,139-73.5% |
| Admin fee / account holder | $8,408 | $4,730+77.8% | $8,342+0.8% | $7,234+16.2% |