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.
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 | $15,964 | $102,382-84.4% | $147,005-89.1% | $80,874-80.3% |
| Participation rate | 36.4% | 75.8%-39.5pp | 82.2%-45.8pp | 67.6%-31.3pp |
| Annual return | 13.56% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $993 | $3,715-73.3% | $4,934-79.9% | $2,756-64.0% |
| Participant deferral / active EE | $1,204 | $6,646-81.9% | $8,070-85.1% | $4,297-72.0% |
| Admin fee / account holder | $1,829 | $7,942-77.0% | $13,006-85.9% | $6,935-73.6% |