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 4-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 | $26,108 | $108,825-76.0% | $156,181-83.3% | $82,448-68.3% |
| Participation rate | 61.1% | 72.4%-11.3pp | 78.8%-17.7pp | 68.1%-7.0pp |
| Annual return | 13.24% | 20.59%-7.4pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,917 | $2,870-33.2% | $4,294-55.4% | $2,551-24.9% |
| Participant deferral / active EE | $4,314 | $4,577-5.8% | $6,132-29.7% | $4,139+4.2% |
| Admin fee / account holder | $3,084 | $9,341-67.0% | $14,586-78.9% | $7,234-57.4% |