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 7-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 | $11,748 | $88,672-86.8% | $105,223-88.8% | $82,448-85.8% |
| Participation rate | 27.8% | 67.9%-40.1pp | 75.0%-47.3pp | 68.1%-40.3pp |
| Annual return | 12.45% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,003 | $3,048-67.1% | $3,689-72.8% | $2,551-60.7% |
| Participant deferral / active EE | $1,965 | $4,036-51.3% | $5,072-61.3% | $4,139-52.5% |
| Admin fee / account holder | $5,340 | $7,146-25.3% | $8,859-39.7% | $7,234-26.2% |