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 | $9,421 | $73,787-87.2% | $98,716-90.5% | $82,448-88.6% |
| Participation rate | 39.6% | 61.4%-21.8pp | 69.3%-29.7pp | 68.1%-28.4pp |
| Annual return | 17.64% | 18.57%-0.9pp | 31.81%-14.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $609 | $1,511-59.7% | $2,279-73.3% | $2,551-76.1% |
| Participant deferral / active EE | $1,923 | $3,081-37.6% | $4,048-52.5% | $4,139-53.5% |
| Admin fee / account holder | $2,424 | $6,500-62.7% | $8,703-72.1% | $7,234-66.5% |