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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,742 | $73,787+98.9% | $98,716+48.7% | $82,448+78.0% |
| Participation rate | 41.0% | 61.4%-20.4pp | 69.3%-28.3pp | 68.1%-27.0pp |
| Annual return | 11.78% | 18.57%-6.8pp | 31.81%-20.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,977 | $3,081+61.5% | $4,048+23.0% | $4,139+20.2% |
| Admin fee / account holder | $6,670 | $6,500+2.6% | $8,703-23.4% | $7,234-7.8% |