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 | $8,054 | $73,787-89.1% | $98,716-91.8% | $82,448-90.2% |
| Participation rate | 37.1% | 61.4%-24.3pp | 69.3%-32.2pp | 68.1%-31.0pp |
| Annual return | 22.84% | 18.57%+4.3pp | 31.81%-9.0pp | 41.64%-18.8pp |
| Employer contribution / active EE | $550 | $1,511-63.6% | $2,279-75.9% | $2,551-78.5% |
| Participant deferral / active EE | $1,639 | $3,081-46.8% | $4,048-59.5% | $4,139-60.4% |
| Admin fee / account holder | $334 | $6,500-94.9% | $8,703-96.2% | $7,234-95.4% |