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 4-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.
Employer 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 | $21,393 | $106,749-80.0% | $145,433-85.3% | $82,448-74.1% |
| Participation rate | 51.7% | 75.6%-23.9pp | 82.1%-30.4pp | 68.1%-16.3pp |
| Annual return | 14.54% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $608 | $3,444-82.4% | $4,554-86.7% | $2,551-76.2% |
| Participant deferral / active EE | $2,726 | $6,519-58.2% | $7,897-65.5% | $4,139-34.2% |
| Admin fee / account holder | $3,805 | $8,390-54.6% | $13,129-71.0% | $7,234-47.4% |