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 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,881 | $78,483-79.8% | $106,201-85.0% | $74,546-78.7% |
| Participation rate | 16.9% | 72.8%-55.9pp | 75.3%-58.4pp | 67.2%-50.3pp |
| Annual return | 12.31% | 15.94%-3.6pp | 116.26%-104.0pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $605 | $4,320-86.0% | $5,012-87.9% | $4,347-86.1% |
| Admin fee / account holder | $1,191 | $2,236-46.7% | $11,039-89.2% | $1,944-38.7% |