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 6-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 | $158,925 | $209,336-24.1% | $197,124-19.4% | $137,256+15.8% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | -34.75% | 48.09%-82.8pp | 44.34%-79.1pp | 220.34%-255.1pp |
| Employer contribution / active EE | $2,221 | $6,591-66.3% | $6,227-64.3% | $4,156-46.6% |
| Participant deferral / active EE | $2,761 | $9,614-71.3% | $9,135-69.8% | $6,407-56.9% |
| Admin fee / account holder | $2,384 | $17,308-86.2% | $16,298-85.4% | $12,270-80.6% |