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 | $13,459 | $59,402-77.3% | $93,654-85.6% | $74,546-81.9% |
| Participation rate | 62.5% | 59.7%+2.8pp | 68.7%-6.2pp | 67.2%-4.7pp |
| Annual return | 10.09% | 81.86%-71.8pp | 133.34%-123.2pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,527 | $3,049-17.1% | $4,413-42.7% | $4,347-41.9% |
| Admin fee / account holder | $3,468 | $3,023+14.7% | $8,282-58.1% | $1,944+78.4% |