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 | $106,499 | $58,627+81.7% | $76,735+38.8% | $82,448+29.2% |
| Participation rate | 15.2% | 63.2%-48.0pp | 69.5%-54.3pp | 68.1%-52.9pp |
| Annual return | 10.65% | 39.10%-28.4pp | 29.77%-19.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $984 | $3,134-68.6% | $4,088-75.9% | $4,139-76.2% |
| Admin fee / account holder | $56,488 | $5,323+961.3% | $7,189+685.7% | $7,234+680.8% |