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 | $13,299 | $71,057-81.3% | $93,654-85.8% | $80,874-83.6% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.6%-10.1pp |
| Annual return | 452.93% | 11.26%+441.7pp | 133.34%+319.6pp | 35.62%+417.3pp |
| Employer contribution / active EE | $617 | $1,564-60.5% | $2,421-74.5% | $2,756-77.6% |
| Participant deferral / active EE | $1,256 | $4,034-68.9% | $4,413-71.5% | $4,297-70.8% |
| Admin fee / account holder | $1,463 | $6,944-78.9% | $8,282-82.3% | $6,935-78.9% |