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 | $59,017 | $55,932+5.5% | $76,735-23.1% | $67,986-13.2% |
| Participation rate | 43.5% | 50.8%-7.3pp | 69.5%-26.0pp | 57.2%-13.7pp |
| Annual return | 9.35% | 23.10%-13.8pp | 29.77%-20.4pp | 31.67%-22.3pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,168 | $2,558+23.8% | $4,088-22.5% | $3,358-5.7% |
| Admin fee / account holder | $9,746 | $4,907+98.6% | $7,189+35.6% | $3,203+204.2% |