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 | $11,536 | $106,749-89.2% | $145,433-92.1% | $82,448-86.0% |
| Participation rate | 62.2% | 75.6%-13.5pp | 82.1%-20.0pp | 68.1%-5.9pp |
| Annual return | 16.75% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $879 | $3,444-74.5% | $4,554-80.7% | $2,551-65.6% |
| Participant deferral / active EE | $6,524 | $6,519+0.1% | $7,897-17.4% | $4,139+57.6% |
| Admin fee / account holder | $6,025 | $8,390-28.2% | $13,129-54.1% | $7,234-16.7% |