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 | $57,829 | $108,912-46.9% | $100,383-42.4% | $145,959-60.4% |
| Participation rate | 45.0% | 83.0%-38.0pp | 81.5%-36.5pp | 80.3%-35.3pp |
| Annual return | 9.84% | 57.96%-48.1pp | 49.26%-39.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,573 | $4,423-19.2% | $3,944-9.4% | $4,661-23.4% |
| Participant deferral / active EE | $1,682 | $8,451-80.1% | $8,086-79.2% | $6,689-74.8% |
| Admin fee / account holder | $2,247 | $9,690-76.8% | $7,900-71.6% | $13,398-83.2% |