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 | $13,211 | $117,859-88.8% | $102,438-87.1% | $145,959-90.9% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.3pp |
| Annual return | 10.21% | 31.72%-21.5pp | 29.37%-19.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $524 | $3,615-85.5% | $3,024-82.7% | $4,661-88.8% |
| Participant deferral / active EE | $2,028 | $5,732-64.6% | $5,054-59.9% | $6,689-69.7% |
| Admin fee / account holder | $4,448 | $13,318-66.6% | $9,448-52.9% | $13,398-66.8% |