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 | $11,325 | $210,698-94.6% | $178,014-93.6% | $145,959-92.2% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 9.07% | 386.27%-377.2pp | 294.80%-285.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $657 | $4,567-85.6% | $3,950-83.4% | $4,661-85.9% |
| Participant deferral / active EE | $2,627 | $6,958-62.2% | $6,276-58.1% | $6,689-60.7% |
| Admin fee / account holder | $343 | $12,016-97.1% | $10,362-96.7% | $13,398-97.4% |