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 3-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.
Employer 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 | $3,870 | $67,894-94.3% | $89,340-95.7% | $82,448-95.3% |
| Participation rate | 66.7% | 64.0%+2.6pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 18.12% | 19.21%-1.1pp | 20.57%-2.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,185 | $3,072-61.4% | $3,823-69.0% | $4,139-71.4% |
| Admin fee / account holder | $727 | $5,723-87.3% | $6,704-89.2% | $7,234-90.0% |