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 | $27,043 | $95,453-71.7% | $112,040-75.9% | $82,448-67.2% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.5%-15.7pp | 68.1%-7.3pp |
| Annual return | 20.81% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $702 | $2,318-69.7% | $2,954-76.2% | $2,551-72.5% |
| Participant deferral / active EE | $3,385 | $4,224-19.8% | $5,098-33.6% | $4,139-18.2% |
| Admin fee / account holder | $6,607 | $9,013-26.7% | $12,098-45.4% | $7,234-8.7% |