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 | $49,877 | $95,453-47.7% | $112,040-55.5% | $82,448-39.5% |
| Participation rate | 32.0% | 72.8%-40.8pp | 76.5%-44.5pp | 68.1%-36.1pp |
| Annual return | 5.01% | 23.92%-18.9pp | 24.52%-19.5pp | 41.64%-36.6pp |
| Employer contribution / active EE | $1,380 | $2,318-40.5% | $2,954-53.3% | $2,551-45.9% |
| Participant deferral / active EE | $2,288 | $4,224-45.8% | $5,098-55.1% | $4,139-44.7% |
| Admin fee / account holder | $1,938 | $9,013-78.5% | $12,098-84.0% | $7,234-73.2% |