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 | $91,016 | $71,057+28.1% | $93,654-2.8% | $80,874+12.5% |
| Participation rate | 18.5% | 60.4%-41.9pp | 68.7%-50.2pp | 67.6%-49.1pp |
| Annual return | 9.27% | 11.26%-2.0pp | 133.34%-124.1pp | 35.62%-26.3pp |
| Employer contribution / active EE | $584 | $1,564-62.7% | $2,421-75.9% | $2,756-78.8% |
| Participant deferral / active EE | $800 | $4,034-80.2% | $4,413-81.9% | $4,297-81.4% |
| Admin fee / account holder | $2,498 | $6,944-64.0% | $8,282-69.8% | $6,935-64.0% |