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 | $22,268 | $116,462-80.9% | $455,481-95.1% | $116,462-80.9% |
| Participation rate | 27.0% | 74.7%-47.7pp | 71.0%-44.0pp | 74.7%-47.7pp |
| Annual return | 17.19% | 15.65%+1.5pp | -2.82%+20.0pp | 15.65%+1.5pp |
| Employer contribution / active EE | $916 | $3,231-71.7% | $5,016-81.7% | $3,231-71.7% |
| Participant deferral / active EE | $1,523 | $3,836-60.3% | $3,583-57.5% | $3,836-60.3% |
| Admin fee / account holder | $1,387 | $12,754-89.1% | $17,461-92.1% | $12,754-89.1% |