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.
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 | $2,147 | $97,125-97.8% | $86,233-97.5% | $137,256-98.4% |
| Participation rate | 47.1% | 74.2%-27.1pp | 69.0%-22.0pp | 80.0%-32.9pp |
| Annual return | 14.89% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $291 | $2,841-89.7% | $2,504-88.4% | $4,156-93.0% |
| Participant deferral / active EE | $556 | $5,180-89.3% | $4,559-87.8% | $6,407-91.3% |
| Admin fee / account holder | $4,897 | $9,725-49.6% | $8,342-41.3% | $12,270-60.1% |