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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,290 | $81,233-88.6% | $155,567-94.0% | $80,874-88.5% |
| Participation rate | 4.9% | 66.2%-61.4pp | 78.2%-73.3pp | 67.6%-62.8pp |
| Annual return | 6.85% | 33.33%-26.5pp | 64.74%-57.9pp | 35.62%-28.8pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $83 | $3,452-97.6% | $5,628-98.5% | $4,297-98.1% |
| Admin fee / account holder | $463 | $7,998-94.2% | $15,916-97.1% | $6,935-93.3% |