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 | $47,349 | $99,633-52.5% | $183,328-74.2% | $82,448-42.6% |
| Participation rate | 22.2% | 70.8%-48.5pp | 77.3%-55.1pp | 68.1%-45.8pp |
| Annual return | 10.29% | 17.84%-7.6pp | 29.67%-19.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,131 | $3,256-65.3% | $5,055-77.6% | $2,551-55.7% |
| Participant deferral / active EE | $1,131 | $4,938-77.1% | $6,795-83.4% | $4,139-72.7% |
| Admin fee / account holder | $1,382 | $9,934-86.1% | $21,427-93.5% | $7,234-80.9% |