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 3-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 | $20,355 | $59,402-65.7% | $93,654-78.3% | $74,546-72.7% |
| Participation rate | 33.3% | 59.7%-26.3pp | 68.7%-35.4pp | 67.2%-33.9pp |
| Annual return | 18.69% | 81.86%-63.2pp | 133.34%-114.6pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $1,402 | $1,265+10.9% | $2,421-42.1% | $2,624-46.6% |
| Participant deferral / active EE | $1,967 | $3,049-35.5% | $4,413-55.4% | $4,347-54.7% |
| Admin fee / account holder | $3,503 | $3,023+15.9% | $8,282-57.7% | $1,944+80.2% |