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 | $20,504 | $80,731-74.6% | $103,374-80.2% | $74,546-72.5% |
| Participation rate | 55.5% | 65.7%-10.2pp | 74.5%-19.0pp | 67.2%-11.7pp |
| Annual return | 13.04% | 27.56%-14.5pp | 24.89%-11.8pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,350 | $3,158-57.2% | $3,869-65.1% | $2,624-48.6% |
| Participant deferral / active EE | $2,932 | $3,860-24.1% | $5,058-42.0% | $4,347-32.6% |
| Admin fee / account holder | $2,167 | $2,369-8.5% | $8,394-74.2% | $1,944+11.5% |