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 | $34,030 | $73,787-53.9% | $98,716-65.5% | $82,448-58.7% |
| Participation rate | 24.1% | 61.4%-37.3pp | 69.3%-45.2pp | 68.1%-44.0pp |
| Annual return | 12.27% | 18.57%-6.3pp | 31.81%-19.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $422 | $1,511-72.1% | $2,279-81.5% | $2,551-83.5% |
| Participant deferral / active EE | $950 | $3,081-69.2% | $4,048-76.5% | $4,139-77.0% |
| Admin fee / account holder | $623 | $6,500-90.4% | $8,703-92.8% | $7,234-91.4% |