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 6-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 | $10,868 | $124,425-91.3% | $112,040-90.3% | $137,256-92.1% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 11.95% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,057 | $3,411-69.0% | $2,954-64.2% | $4,156-74.6% |
| Participant deferral / active EE | $1,572 | $5,718-72.5% | $5,098-69.2% | $6,407-75.5% |
| Admin fee / account holder | $2,535 | $15,207-83.3% | $12,098-79.0% | $12,270-79.3% |