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 4-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 | $4,471 | $132,634-96.6% | $115,768-96.1% | $137,256-96.7% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.4%-9.2pp | 80.0%-14.7pp |
| Annual return | 18.90% | 160.70%-141.8pp | 100.46%-81.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $791 | $3,360-76.4% | $2,940-73.1% | $4,156-81.0% |
| Participant deferral / active EE | $1,095 | $5,619-80.5% | $4,917-77.7% | $6,407-82.9% |
| Admin fee / account holder | $790 | $15,028-94.7% | $12,439-93.7% | $12,270-93.6% |