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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,090 | $112,729-61.8% | $98,716-56.3% | $137,256-68.6% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.3%-6.1pp | 80.0%-16.8pp |
| Annual return | 7.95% | 38.48%-30.5pp | 31.81%-23.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $360 | $2,725-86.8% | $2,279-84.2% | $4,156-91.3% |
| Participant deferral / active EE | $1,375 | $4,640-70.4% | $4,048-66.0% | $6,407-78.5% |
| Admin fee / account holder | $4,536 | $10,129-55.2% | $8,703-47.9% | $12,270-63.0% |