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 | $25,742 | $95,453-73.0% | $112,040-77.0% | $82,448-68.8% |
| Participation rate | 52.8% | 72.8%-20.0pp | 76.5%-23.7pp | 68.1%-15.3pp |
| Annual return | 15.29% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,072 | $2,318-10.6% | $2,954-29.8% | $2,551-18.8% |
| Participant deferral / active EE | $4,565 | $4,224+8.1% | $5,098-10.4% | $4,139+10.3% |
| Admin fee / account holder | $1,682 | $9,013-81.3% | $12,098-86.1% | $7,234-76.7% |