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 4-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 | $17,734 | $101,763-82.6% | $164,866-89.2% | $80,874-78.1% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.6%-34.3pp |
| Annual return | 14.57% | 16.73%-2.2pp | 69.97%-55.4pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,616 | $2,954-45.3% | $4,343-62.8% | $2,756-41.4% |
| Participant deferral / active EE | $2,746 | $4,477-38.6% | $6,033-54.5% | $4,297-36.1% |
| Admin fee / account holder | $1,219 | $8,228-85.2% | $12,689-90.4% | $6,935-82.4% |