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 8-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 | $3,949 | $76,407-94.8% | $150,298-97.4% | $82,448-95.2% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | -10.32% | 39.99%-50.3pp | 62.79%-73.1pp | 41.64%-52.0pp |
| Employer contribution / active EE | $1,033 | $2,614-60.5% | $4,154-75.1% | $2,551-59.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $338,768 | $6,352+5233.3% | $14,116+2299.9% | $7,234+4582.8% |