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 | $28,821 | $95,453-69.8% | $112,040-74.3% | $82,448-65.0% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.5%-7.1pp | 68.1%+1.3pp |
| Annual return | 12.52% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,026 | $2,318-55.7% | $2,954-65.3% | $2,551-59.8% |
| Participant deferral / active EE | $1,516 | $4,224-64.1% | $5,098-70.3% | $4,139-63.4% |
| Admin fee / account holder | $4,759 | $9,013-47.2% | $12,098-60.7% | $7,234-34.2% |