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 10-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 | $12,766 | $116,462-89.0% | $455,481-97.2% | $116,462-89.0% |
| Participation rate | 35.1% | 74.7%-39.6pp | 71.0%-36.0pp | 74.7%-39.6pp |
| Annual return | 21.05% | 15.65%+5.4pp | -2.82%+23.9pp | 15.65%+5.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $5,016-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $782 | $3,836-79.6% | $3,583-78.2% | $3,836-79.6% |
| Admin fee / account holder | $2,045 | $12,754-84.0% | $17,461-88.3% | $12,754-84.0% |