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 8-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 | $26,859 | $91,760-70.7% | $156,181-82.8% | $67,986-60.5% |
| Participation rate | 52.0% | 65.0%-13.0pp | 78.8%-26.8pp | 57.2%-5.2pp |
| Annual return | 12.48% | 18.14%-5.7pp | 64.87%-52.4pp | 31.67%-19.2pp |
| Employer contribution / active EE | $1,687 | $2,419-30.3% | $4,294-60.7% | $2,019-16.4% |
| Participant deferral / active EE | $2,857 | $3,960-27.9% | $6,132-53.4% | $3,358-14.9% |
| Admin fee / account holder | $9,448 | $3,949+139.3% | $14,586-35.2% | $3,203+195.0% |