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 | $24,619 | $88,360-72.1% | $145,433-83.1% | $67,986-63.8% |
| Participation rate | 26.6% | 65.5%-38.9pp | 82.1%-55.5pp | 57.2%-30.6pp |
| Annual return | 20.73% | 63.15%-42.4pp | 66.58%-45.8pp | 31.67%-10.9pp |
| Employer contribution / active EE | $626 | $3,054-79.5% | $4,554-86.2% | $2,019-69.0% |
| Participant deferral / active EE | $3,032 | $5,932-48.9% | $7,897-61.6% | $3,358-9.7% |
| Admin fee / account holder | $3,458 | $3,313+4.4% | $13,129-73.7% | $3,203+8.0% |