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 4-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 | $6,301 | $73,787-91.5% | $98,716-93.6% | $82,448-92.4% |
| Participation rate | 61.8% | 61.4%+0.4pp | 69.3%-7.5pp | 68.1%-6.3pp |
| Annual return | 6.49% | 18.57%-12.1pp | 31.81%-25.3pp | 41.64%-35.1pp |
| Employer contribution / active EE | $346 | $1,511-77.1% | $2,279-84.8% | $2,551-86.4% |
| Participant deferral / active EE | $2,139 | $3,081-30.6% | $4,048-47.2% | $4,139-48.3% |
| Admin fee / account holder | $1,177 | $6,500-81.9% | $8,703-86.5% | $7,234-83.7% |