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.
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 | $5,973 | $172,111-96.5% | $150,298-96.0% | $137,256-95.6% |
| Participation rate | 6.7% | 81.7%-75.0pp | 77.8%-71.1pp | 80.0%-73.3pp |
| Annual return | 1.53% | 69.37%-67.8pp | 62.79%-61.3pp | 220.34%-218.8pp |
| Employer contribution / active EE | $2,004 | $4,636-56.8% | $4,154-51.7% | $4,156-51.8% |
| Participant deferral / active EE | $2,234 | $6,166-63.8% | $5,453-59.0% | $6,407-65.1% |
| Admin fee / account holder | $822,856 | $16,471+4895.8% | $14,116+5729.3% | $12,270+6606.2% |