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 4-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 | $17,280 | $154,228-88.8% | $145,433-88.1% | $137,256-87.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.23% | 74.59%-62.4pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,139 | $4,804-55.5% | $4,554-53.0% | $4,156-48.5% |
| Participant deferral / active EE | $2,246 | $8,216-72.7% | $7,897-71.6% | $6,407-64.9% |
| Admin fee / account holder | $14,155 | $14,344-1.3% | $13,129+7.8% | $12,270+15.4% |