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 5-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 | $427 | $97,125-99.6% | $86,233-99.5% | $137,256-99.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 65.57% | 74.19%-8.6pp | 61.39%+4.2pp | 220.34%-154.8pp |
| Employer contribution / active EE | $292 | $2,841-89.7% | $2,504-88.3% | $4,156-93.0% |
| Participant deferral / active EE | $535 | $5,180-89.7% | $4,559-88.3% | $6,407-91.6% |
| Admin fee / account holder | $836 | $9,725-91.4% | $8,342-90.0% | $12,270-93.2% |