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.
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 | $16,048 | $159,934-90.0% | $147,005-89.1% | $145,959-89.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.36% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,058 | $5,287-80.0% | $4,934-78.6% | $4,661-77.3% |
| Participant deferral / active EE | $4,075 | $8,427-51.6% | $8,070-49.5% | $6,689-39.1% |
| Admin fee / account holder | $956 | $15,053-93.6% | $13,006-92.6% | $13,398-92.9% |