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 | $9,543 | $106,749-91.1% | $145,433-93.4% | $82,448-88.4% |
| Participation rate | 61.2% | 75.6%-14.4pp | 82.1%-20.9pp | 68.1%-6.8pp |
| Annual return | 14.21% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,466 | $3,444-28.4% | $4,554-45.9% | $2,551-3.3% |
| Participant deferral / active EE | $337 | $6,519-94.8% | $7,897-95.7% | $4,139-91.9% |
| Admin fee / account holder | $756 | $8,390-91.0% | $13,129-94.2% | $7,234-89.6% |