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 | $17,542 | $81,446-78.5% | $103,374-83.0% | $80,874-78.3% |
| Participation rate | 47.9% | 66.9%-18.9pp | 74.5%-26.6pp | 67.6%-19.7pp |
| Annual return | 12.74% | 25.57%-12.8pp | 24.89%-12.2pp | 35.62%-22.9pp |
| Employer contribution / active EE | $912 | $3,107-70.6% | $3,869-76.4% | $2,756-66.9% |
| Participant deferral / active EE | $2,085 | $3,870-46.1% | $5,058-58.8% | $4,297-51.5% |
| Admin fee / account holder | $3,164 | $6,715-52.9% | $8,394-62.3% | $6,935-54.4% |