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 8-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 | $14,043 | $51,604-72.8% | $129,295-89.1% | $80,874-82.6% |
| Participation rate | 31.9% | 57.0%-25.1pp | 69.6%-37.7pp | 67.6%-35.8pp |
| Annual return | 7.12% | 20.76%-13.6pp | 9429.28%-9422.2pp | 35.62%-28.5pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,874 | $2,670+82.5% | $4,169+16.9% | $4,297+13.4% |
| Admin fee / account holder | $7,120 | $4,310+65.2% | $7,665-7.1% | $6,935+2.7% |