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 | $1,743 | $57,590-97.0% | $86,233-98.0% | $82,448-97.9% |
| Participation rate | 64.5% | 57.9%+6.6pp | 69.0%-4.5pp | 68.1%-3.6pp |
| Annual return | 16.65% | 22.41%-5.8pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,242 | $3,080-59.7% | $4,559-72.7% | $4,139-70.0% |
| Admin fee / account holder | $432 | $4,730-90.9% | $8,342-94.8% | $7,234-94.0% |