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 | $2,316 | $111,535-97.9% | $105,223-97.8% | $137,256-98.3% |
| Participation rate | 8.3% | 78.1%-69.8pp | 75.0%-66.7pp | 80.0%-71.6pp |
| Annual return | 14.27% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $69 | $5,500-98.7% | $5,072-98.6% | $6,407-98.9% |
| Admin fee / account holder | $1,871 | $9,721-80.8% | $8,859-78.9% | $12,270-84.8% |