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 3-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 | $1,133 | $67,823-98.3% | $52,425-97.8% | $137,256-99.2% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 5.73% | 219.11%-213.4pp | 302.12%-296.4pp | 220.34%-214.6pp |
| Employer contribution / active EE | $74 | $1,163-93.7% | $914-91.9% | $4,156-98.2% |
| Participant deferral / active EE | $138 | $2,288-94.0% | $1,790-92.3% | $6,407-97.8% |
| Admin fee / account holder | $2,838 | $2,844-0.2% | $2,495+13.7% | $12,270-76.9% |