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 | $38,730 | $76,407-49.3% | $150,298-74.2% | $82,448-53.0% |
| Participation rate | 28.6% | 66.4%-37.8pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 14.02% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $544 | $2,614-79.2% | $4,154-86.9% | $2,551-78.7% |
| Participant deferral / active EE | $770 | $3,214-76.1% | $5,453-85.9% | $4,139-81.4% |
| Admin fee / account holder | $10,879 | $6,352+71.3% | $14,116-22.9% | $7,234+50.4% |