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 | $491 | $172,111-99.7% | $150,298-99.7% | $137,256-99.6% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 10.53% | 69.37%-58.8pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,217 | $4,636-52.2% | $4,154-46.6% | $4,156-46.7% |
| Participant deferral / active EE | $7,198 | $6,166+16.7% | $5,453+32.0% | $6,407+12.3% |
| Admin fee / account holder | $428,033 | $16,471+2498.7% | $14,116+2932.3% | $12,270+3388.4% |