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 | $11,327 | $124,425-90.9% | $112,040-89.9% | $137,256-91.7% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 16.76% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,441 | $3,411-28.4% | $2,954-17.4% | $4,156-41.3% |
| Participant deferral / active EE | $3,056 | $5,718-46.6% | $5,098-40.1% | $6,407-52.3% |
| Admin fee / account holder | $6,514 | $15,207-57.2% | $12,098-46.2% | $12,270-46.9% |