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 5-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 | $15,147 | $95,453-84.1% | $112,040-86.5% | $82,448-81.6% |
| Participation rate | 67.5% | 72.8%-5.2pp | 76.5%-9.0pp | 68.1%-0.5pp |
| Annual return | 20.01% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,415 | $2,318-39.0% | $2,954-52.1% | $2,551-44.5% |
| Participant deferral / active EE | $2,132 | $4,224-49.5% | $5,098-58.2% | $4,139-48.5% |
| Admin fee / account holder | $836 | $9,013-90.7% | $12,098-93.1% | $7,234-88.4% |