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 7-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 | $12,773 | $77,164-83.4% | $178,014-92.8% | $80,874-84.2% |
| Participation rate | 56.0% | 65.7%-9.7pp | 77.1%-21.0pp | 67.6%-11.6pp |
| Annual return | 11.05% | 18.09%-7.0pp | 294.80%-283.8pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,233 | $2,288-46.1% | $3,950-68.8% | $2,756-55.2% |
| Participant deferral / active EE | $2,262 | $4,408-48.7% | $6,276-64.0% | $4,297-47.4% |
| Admin fee / account holder | $5,977 | $7,164-16.6% | $10,362-42.3% | $6,935-13.8% |