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.
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 | $8,432 | $112,729-92.5% | $98,716-91.5% | $137,256-93.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 30.82% | 38.48%-7.7pp | 31.81%-1.0pp | 220.34%-189.5pp |
| Employer contribution / active EE | $859 | $2,725-68.5% | $2,279-62.3% | $4,156-79.3% |
| Participant deferral / active EE | $1,113 | $4,640-76.0% | $4,048-72.5% | $6,407-82.6% |
| Admin fee / account holder | $448 | $10,129-95.6% | $8,703-94.8% | $12,270-96.3% |