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 | $30,096 | $97,125-69.0% | $86,233-65.1% | $137,256-78.1% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 9.82% | 74.19%-64.4pp | 61.39%-51.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $310 | $2,841-89.1% | $2,504-87.6% | $4,156-92.5% |
| Participant deferral / active EE | $361 | $5,180-93.0% | $4,559-92.1% | $6,407-94.4% |
| Admin fee / account holder | $8,392 | $9,725-13.7% | $8,342+0.6% | $12,270-31.6% |