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 10-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 | $4,761 | $166,020-97.1% | $164,866-97.1% | $145,959-96.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.09% | 100.08%-83.0pp | 69.97%-52.9pp | 561.95%-544.9pp |
| Employer contribution / active EE | $2,320 | $5,275-56.0% | $4,343-46.6% | $4,661-50.2% |
| Participant deferral / active EE | $2,711 | $6,961-61.1% | $6,033-55.1% | $6,689-59.5% |
| Admin fee / account holder | $38,881 | $16,644+133.6% | $12,689+206.4% | $13,398+190.2% |