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 6-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 | $21,921 | $80,731-72.8% | $103,374-78.8% | $74,546-70.6% |
| Participation rate | 34.0% | 65.7%-31.7pp | 74.5%-40.5pp | 67.2%-33.2pp |
| Annual return | 17.26% | 27.56%-10.3pp | 24.89%-7.6pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $1,143 | $3,158-63.8% | $3,869-70.5% | $2,624-56.4% |
| Participant deferral / active EE | $2,115 | $3,860-45.2% | $5,058-58.2% | $4,347-51.3% |
| Admin fee / account holder | $4,859 | $2,369+105.1% | $8,394-42.1% | $1,944+150.0% |