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 | $5,739 | $180,749-96.8% | $160,784-96.4% | $137,256-95.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 27.51% | 2234.46%-2207.0pp | 1803.92%-1776.4pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,923 | $4,155-53.7% | $3,733-48.5% | $4,156-53.7% |
| Participant deferral / active EE | $1,731 | $6,844-74.7% | $6,293-72.5% | $6,407-73.0% |
| Admin fee / account holder | $3,945 | $10,397-62.1% | $9,717-59.4% | $12,270-67.8% |