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.
Participant 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 | $42,716 | $108,825-60.7% | $156,181-72.6% | $82,448-48.2% |
| Participation rate | 25.7% | 72.4%-46.7pp | 78.8%-53.1pp | 68.1%-42.4pp |
| Annual return | 11.30% | 20.59%-9.3pp | 64.87%-53.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $636 | $4,577-86.1% | $6,132-89.6% | $4,139-84.6% |
| Admin fee / account holder | $6,304 | $9,341-32.5% | $14,586-56.8% | $7,234-12.9% |