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.
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 | $13,666 | $124,425-89.0% | $112,040-87.8% | $137,256-90.0% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 50.16% | 24.72%+25.4pp | 24.52%+25.6pp | 220.34%-170.2pp |
| Employer contribution / active EE | $2,380 | $3,411-30.2% | $2,954-19.4% | $4,156-42.7% |
| Participant deferral / active EE | $4,101 | $5,718-28.3% | $5,098-19.6% | $6,407-36.0% |
| Admin fee / account holder | $538 | $15,207-96.5% | $12,098-95.6% | $12,270-95.6% |