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.
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.)
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 | $3,422 | $73,787-95.4% | $98,716-96.5% | $82,448-95.8% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 19.02% | 18.57%+0.5pp | 31.81%-12.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $272 | $1,511-82.0% | $2,279-88.0% | $2,551-89.3% |
| Participant deferral / active EE | $1,512 | $3,081-50.9% | $4,048-62.7% | $4,139-63.5% |
| Admin fee / account holder | $1,430 | $6,500-78.0% | $8,703-83.6% | $7,234-80.2% |