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 9-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 | $53,391 | $95,453-44.1% | $112,040-52.3% | $82,448-35.2% |
| Participation rate | 34.3% | 72.8%-38.5pp | 76.5%-42.2pp | 68.1%-33.8pp |
| Annual return | 11.64% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $678 | $2,318-70.7% | $2,954-77.0% | $2,551-73.4% |
| Participant deferral / active EE | $1,355 | $4,224-67.9% | $5,098-73.4% | $4,139-67.3% |
| Admin fee / account holder | $3,525 | $9,013-60.9% | $12,098-70.9% | $7,234-51.3% |