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 3-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 | $30,570 | $58,627-47.9% | $76,735-60.2% | $82,448-62.9% |
| Participation rate | 10.0% | 63.2%-53.2pp | 69.5%-59.5pp | 68.1%-58.1pp |
| Annual return | 11.46% | 39.10%-27.6pp | 29.77%-18.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $751 | $3,134-76.0% | $4,088-81.6% | $4,139-81.8% |
| Admin fee / account holder | $21,527 | $5,323+304.5% | $7,189+199.4% | $7,234+197.6% |