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 | $43,379 | $77,896-44.3% | $134,172-67.7% | $82,448-47.4% |
| Participation rate | 15.4% | 62.8%-47.4pp | 72.5%-57.1pp | 68.1%-52.7pp |
| Annual return | 1.96% | 18.21%-16.3pp | 25.30%-23.3pp | 41.64%-39.7pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $442 | $3,162-86.0% | $4,690-90.6% | $4,139-89.3% |
| Admin fee / account holder | $15,262 | $6,336+140.9% | $12,016+27.0% | $7,234+111.0% |