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 3-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 | $7,303 | $81,233-91.0% | $155,567-95.3% | $80,874-91.0% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 15.74% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $436 | $3,101-85.9% | $4,674-90.7% | $2,756-84.2% |
| Participant deferral / active EE | $638 | $3,452-81.5% | $5,628-88.7% | $4,297-85.2% |
| Admin fee / account holder | $631 | $7,998-92.1% | $15,916-96.0% | $6,935-90.9% |