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 3-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 | $16,386 | $59,402-72.4% | $93,654-82.5% | $74,546-78.0% |
| Participation rate | 48.8% | 59.7%-10.9pp | 68.7%-20.0pp | 67.2%-18.4pp |
| Annual return | 21.10% | 81.86%-60.8pp | 133.34%-112.2pp | 1366.03%-1344.9pp |
| Employer contribution / active EE | $1,351 | $1,265+6.9% | $2,421-44.2% | $2,624-48.5% |
| Participant deferral / active EE | $2,359 | $3,049-22.6% | $4,413-46.5% | $4,347-45.7% |
| Admin fee / account holder | $1,079 | $3,023-64.3% | $8,282-87.0% | $1,944-44.5% |