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 | $99 | $183,592-99.9% | $155,567-99.9% | $145,959-99.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.30% | 61.24%-52.9pp | 64.74%-56.4pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,436 | $5,315-73.0% | $4,674-69.3% | $4,661-69.2% |
| Participant deferral / active EE | $3,720 | $6,464-42.5% | $5,628-33.9% | $6,689-44.4% |
| Admin fee / account holder | $374,029 | $19,318+1836.1% | $15,916+2249.9% | $13,398+2691.7% |