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 | $5,706 | $76,407-92.5% | $150,298-96.2% | $82,448-93.1% |
| Participation rate | 61.2% | 66.4%-5.2pp | 77.8%-16.5pp | 68.1%-6.8pp |
| Annual return | 18.14% | 39.99%-21.9pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $461 | $2,614-82.4% | $4,154-88.9% | $2,551-81.9% |
| Participant deferral / active EE | $627 | $3,214-80.5% | $5,453-88.5% | $4,139-84.9% |
| Admin fee / account holder | $1,122 | $6,352-82.3% | $14,116-92.1% | $7,234-84.5% |