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.)
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 | $2,539 | $57,590-95.6% | $86,233-97.1% | $82,448-96.9% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.0%-49.0pp | 68.1%-48.1pp |
| Annual return | -32.48% | 22.41%-54.9pp | 61.39%-93.9pp | 41.64%-74.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $235 | $3,080-92.4% | $4,559-94.8% | $4,139-94.3% |
| Admin fee / account holder | $1,371 | $4,730-71.0% | $8,342-83.6% | $7,234-81.0% |