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.)
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 | $24,220 | $201,259-88.0% | $184,200-86.9% | $145,959-83.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.81% | 28.98%-19.2pp | 28.80%-19.0pp | 561.95%-552.1pp |
| Employer contribution / active EE | $5,405 | $7,018-23.0% | $6,424-15.9% | $4,661+16.0% |
| Participant deferral / active EE | $11,551 | $9,806+17.8% | $9,132+26.5% | $6,689+72.7% |
| Admin fee / account holder | $224,253 | $16,372+1269.7% | $13,907+1512.5% | $13,398+1573.8% |