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 | $2,513 | $73,787-96.6% | $98,716-97.5% | $82,448-97.0% |
| Participation rate | 63.0% | 61.4%+1.6pp | 69.3%-6.3pp | 68.1%-5.1pp |
| Annual return | 22.35% | 18.57%+3.8pp | 31.81%-9.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $512 | $1,511-66.1% | $2,279-77.5% | $2,551-79.9% |
| Participant deferral / active EE | $647 | $3,081-79.0% | $4,048-84.0% | $4,139-84.4% |
| Admin fee / account holder | $382 | $6,500-94.1% | $8,703-95.6% | $7,234-94.7% |