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 10-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.
Employer 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 | $27,308 | $101,763-73.2% | $164,866-83.4% | $80,874-66.2% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.6%-27.6pp |
| Annual return | 7.26% | 16.73%-9.5pp | 69.97%-62.7pp | 35.62%-28.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,843 | $4,477-36.5% | $6,033-52.9% | $4,297-33.8% |
| Admin fee / account holder | $18,648 | $8,228+126.6% | $12,689+47.0% | $6,935+168.9% |