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 10-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 | $28,773 | $95,453-69.9% | $112,040-74.3% | $82,448-65.1% |
| Participation rate | 68.0% | 72.8%-4.7pp | 76.5%-8.5pp | 68.1%0pp |
| Annual return | 17.19% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $802 | $2,318-65.4% | $2,954-72.8% | $2,551-68.6% |
| Participant deferral / active EE | $1,766 | $4,224-58.2% | $5,098-65.4% | $4,139-57.3% |
| Admin fee / account holder | $2,510 | $9,013-72.1% | $12,098-79.2% | $7,234-65.3% |