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 | $60,075 | $106,749-43.7% | $145,433-58.7% | $82,448-27.1% |
| Participation rate | 24.4% | 75.6%-51.3pp | 82.1%-57.8pp | 68.1%-43.7pp |
| Annual return | 12.10% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,539 | $6,519-76.4% | $7,897-80.5% | $4,139-62.8% |
| Admin fee / account holder | $1,542 | $8,390-81.6% | $13,129-88.3% | $7,234-78.7% |