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 | $146,756 | $209,336-29.9% | $197,124-25.6% | $137,256+6.9% |
| Participation rate | 54.5% | 87.3%-32.8pp | 86.7%-32.2pp | 80.0%-25.4pp |
| Annual return | 11.03% | 48.09%-37.1pp | 44.34%-33.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,811 | $9,614-18.8% | $9,135-14.5% | $6,407+21.9% |
| Admin fee / account holder | $52,398 | $17,308+202.7% | $16,298+221.5% | $12,270+327.0% |