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 9-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 | $20,595 | $65,246-68.4% | $98,716-79.1% | $67,986-69.7% |
| Participation rate | 17.4% | 51.4%-34.0pp | 69.3%-51.9pp | 57.2%-39.8pp |
| Annual return | 18.17% | 20.58%-2.4pp | 31.81%-13.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $878 | $2,594-66.1% | $4,048-78.3% | $3,358-73.8% |
| Admin fee / account holder | $491 | $4,561-89.2% | $8,703-94.4% | $3,203-84.7% |