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 | $1,189 | $76,407-98.4% | $150,298-99.2% | $82,448-98.6% |
| Participation rate | 67.7% | 66.4%+1.3pp | 77.8%-10.0pp | 68.1%-0.3pp |
| Annual return | 21.42% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $491 | $2,614-81.2% | $4,154-88.2% | $2,551-80.8% |
| Participant deferral / active EE | $720 | $3,214-77.6% | $5,453-86.8% | $4,139-82.6% |
| Admin fee / account holder | $422 | $6,352-93.4% | $14,116-97.0% | $7,234-94.2% |