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 | $115,666 | $95,453+21.2% | $112,040+3.2% | $82,448+40.3% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.5%-37.2pp | 68.1%-28.8pp |
| Annual return | 9.42% | 23.92%-14.5pp | 24.52%-15.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,473 | $4,224-65.1% | $5,098-71.1% | $4,139-64.4% |
| Admin fee / account holder | $21,336 | $9,013+136.7% | $12,098+76.4% | $7,234+194.9% |