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 | $3,625 | $57,590-93.7% | $86,233-95.8% | $82,448-95.6% |
| Participation rate | 67.6% | 57.9%+9.8pp | 69.0%-1.4pp | 68.1%-0.4pp |
| Annual return | 13.42% | 22.41%-9.0pp | 61.39%-48.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,165 | $3,080-62.2% | $4,559-74.5% | $4,139-71.9% |
| Admin fee / account holder | $1,621 | $4,730-65.7% | $8,342-80.6% | $7,234-77.6% |