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 7-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 | $9,592 | $81,446-88.2% | $103,374-90.7% | $80,874-88.1% |
| Participation rate | 39.7% | 66.9%-27.2pp | 74.5%-34.9pp | 67.6%-28.0pp |
| Annual return | 51.02% | 25.57%+25.5pp | 24.89%+26.1pp | 35.62%+15.4pp |
| Employer contribution / active EE | $962 | $3,107-69.0% | $3,869-75.1% | $2,756-65.1% |
| Participant deferral / active EE | $1,694 | $3,870-56.2% | $5,058-66.5% | $4,297-60.6% |
| Admin fee / account holder | $1,923 | $6,715-71.4% | $8,394-77.1% | $6,935-72.3% |