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 7-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,362 | $111,535+97.6% | $105,223+109.4% | $137,256+60.5% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 80.0%-43.1pp |
| Annual return | 15.13% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $738 | $3,939-81.3% | $3,689-80.0% | $4,156-82.2% |
| Participant deferral / active EE | $1,543 | $5,500-71.9% | $5,072-69.6% | $6,407-75.9% |
| Admin fee / account holder | $6,199 | $9,721-36.2% | $8,859-30.0% | $12,270-49.5% |