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 | $29,169 | $88,087-66.9% | $164,866-82.3% | $74,546-60.9% |
| Participation rate | 49.1% | 73.1%-24.0pp | 78.6%-29.5pp | 67.2%-18.1pp |
| Annual return | 33.84% | 17.27%+16.6pp | 69.97%-36.1pp | 1366.03%-1332.2pp |
| Employer contribution / active EE | $856 | $2,595-67.0% | $4,343-80.3% | $2,624-67.4% |
| Participant deferral / active EE | $1,096 | $4,499-75.7% | $6,033-81.8% | $4,347-74.8% |
| Admin fee / account holder | $12,160 | $2,232+444.9% | $12,689-4.2% | $1,944+525.7% |