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 4-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 | $23,423 | $78,520-70.2% | $96,576-75.7% | $82,448-71.6% |
| Participation rate | 48.4% | 77.7%-29.3pp | 81.4%-33.1pp | 68.1%-19.7pp |
| Annual return | 14.48% | 41.30%-26.8pp | 38.47%-24.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $745 | $2,630-71.7% | $3,553-79.0% | $2,551-70.8% |
| Participant deferral / active EE | $1,638 | $6,754-75.8% | $7,956-79.4% | $4,139-60.4% |
| Admin fee / account holder | $14,674 | $13,455+9.1% | $11,381+28.9% | $7,234+102.8% |