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 | $40,440 | $75,923-46.7% | $102,438-60.5% | - |
| Participation rate | 33.3% | 71.4%-38.1pp | 76.5%-43.2pp | - |
| Annual return | 10.96% | 15.12%-4.2pp | 29.37%-18.4pp | - |
| Employer contribution / active EE | $1,184 | $2,206-46.3% | $3,024-60.8% | - |
| Participant deferral / active EE | $2,395 | $4,258-43.8% | $5,054-52.6% | - |
| Admin fee / account holder | $8,985 | $11,449-21.5% | $9,448-4.9% | - |