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 | $1,631 | $100,004-98.4% | $81,438-98.0% | $145,959-98.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 14.90% | 34.34%-19.4pp | 24.74%-9.8pp | 561.95%-547.1pp |
| Employer contribution / active EE | $539 | $2,970-81.8% | $2,460-78.1% | $4,661-88.4% |
| Participant deferral / active EE | $539 | $4,603-88.3% | $3,883-86.1% | $6,689-91.9% |
| Admin fee / account holder | $1,113 | $8,202-86.4% | $5,764-80.7% | $13,398-91.7% |