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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,445 | $172,111-48.0% | $150,298-40.5% | $137,256-34.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 15.41% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $895 | $4,636-80.7% | $4,154-78.5% | $4,156-78.5% |
| Participant deferral / active EE | $1,237 | $6,166-79.9% | $5,453-77.3% | $6,407-80.7% |
| Admin fee / account holder | $526 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |