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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412 | $29,546-98.6% | $56,441-99.3% | $77,671-99.5% |
| Participation rate | 0.4% | 32.7%-32.3pp | 52.5%-52.1pp | 70.6%-70.2pp |
| Annual return | 11.96% | 19.01%-7.0pp | 1704.21%-1692.2pp | 31.21%-19.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,953-100.0% | $4,648-100.0% |
| Admin fee / account holder | $19,599 | $1,046+1773.5% | $2,829+592.7% | $430+4453.8% |