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 8-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 | $24,422 | $88,360-72.4% | $145,433-83.2% | $67,986-64.1% |
| Participation rate | 56.0% | 65.5%-9.5pp | 82.1%-26.2pp | 57.2%-1.2pp |
| Annual return | 16.14% | 63.15%-47.0pp | 66.58%-50.4pp | 31.67%-15.5pp |
| Employer contribution / active EE | $701 | $3,054-77.1% | $4,554-84.6% | $2,019-65.3% |
| Participant deferral / active EE | $1,156 | $5,932-80.5% | $7,897-85.4% | $3,358-65.6% |
| Admin fee / account holder | $859 | $3,313-74.1% | $13,129-93.5% | $3,203-73.2% |