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 6-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 | $15,282 | $73,787-79.3% | $98,716-84.5% | $82,448-81.5% |
| Participation rate | 58.6% | 61.4%-2.8pp | 69.3%-10.7pp | 68.1%-9.4pp |
| Annual return | 17.50% | 18.57%-1.1pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,132 | $1,511-25.1% | $2,279-50.3% | $2,551-55.6% |
| Participant deferral / active EE | $1,442 | $3,081-53.2% | $4,048-64.4% | $4,139-65.2% |
| Admin fee / account holder | $1,468 | $6,500-77.4% | $8,703-83.1% | $7,234-79.7% |