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 | $21,687 | $27,243-20.4% | $52,425-58.6% | $79,634-72.8% |
| Participation rate | 11.8% | 22.4%-10.6pp | 55.6%-43.8pp | 62.5%-50.7pp |
| Annual return | 12.00% | 63.36%-51.4pp | 302.12%-290.1pp | 36.46%-24.5pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $134 | $636-78.9% | $1,790-92.5% | $3,835-96.5% |
| Admin fee / account holder | $8,156 | $2,105+287.5% | $2,495+226.9% | $1,002+714.0% |