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 | $7,992 | $159,934-95.0% | $147,005-94.6% | $145,959-94.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 15.48% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,466 | $5,287-72.3% | $4,934-70.3% | $4,661-68.5% |
| Participant deferral / active EE | $2,127 | $8,427-74.8% | $8,070-73.6% | $6,689-68.2% |
| Admin fee / account holder | $3,806 | $15,053-74.7% | $13,006-70.7% | $13,398-71.6% |