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 | $8,748 | $67,894-87.1% | $89,340-90.2% | $82,448-89.4% |
| Participation rate | 61.1% | 64.0%-2.9pp | 69.6%-8.5pp | 68.1%-7.0pp |
| Annual return | 29.24% | 19.21%+10.0pp | 20.57%+8.7pp | 41.64%-12.4pp |
| Employer contribution / active EE | $1,073 | $1,828-41.3% | $2,231-51.9% | $2,551-57.9% |
| Participant deferral / active EE | $1,824 | $3,072-40.6% | $3,823-52.3% | $4,139-55.9% |
| Admin fee / account holder | $491 | $5,723-91.4% | $6,704-92.7% | $7,234-93.2% |