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 | $54,191 | $126,519-57.2% | $106,201-49.0% | $145,959-62.9% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 4.74% | 225.10%-220.4pp | 116.26%-111.5pp | 561.95%-557.2pp |
| Employer contribution / active EE | $1,242 | $3,726-66.7% | $3,170-60.8% | $4,661-73.3% |
| Participant deferral / active EE | $625 | $5,716-89.1% | $5,012-87.5% | $6,689-90.7% |
| Admin fee / account holder | $42,716 | $17,312+146.7% | $11,039+286.9% | $13,398+218.8% |