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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224 | $149,040-99.8% | $120,225-99.8% | $137,256-99.8% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 1.79% | 605.68%-603.9pp | 439.23%-437.4pp | 220.34%-218.6pp |
| Employer contribution / active EE | $129 | $4,350-97.0% | $3,475-96.3% | $4,156-96.9% |
| Participant deferral / active EE | $196 | $4,655-95.8% | $3,999-95.1% | $6,407-96.9% |
| Admin fee / account holder | $777 | $6,348-87.8% | $5,696-86.4% | $12,270-93.7% |