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 | $105,667 | $65,246+62.0% | $98,716+7.0% | $67,986+55.4% |
| Participation rate | 15.2% | 51.4%-36.3pp | 69.3%-54.1pp | 57.2%-42.0pp |
| Annual return | 10.21% | 20.58%-10.4pp | 31.81%-21.6pp | 31.67%-21.5pp |
| Employer contribution / active EE | $335 | $1,042-67.8% | $2,279-85.3% | $2,019-83.4% |
| Participant deferral / active EE | $943 | $2,594-63.7% | $4,048-76.7% | $3,358-71.9% |
| Admin fee / account holder | $3,786 | $4,561-17.0% | $8,703-56.5% | $3,203+18.2% |