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 4-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 | $6,246 | $29,319-78.7% | $52,425-88.1% | $82,448-92.4% |
| Participation rate | 67.6% | 46.9%+20.8pp | 55.6%+12.0pp | 68.1%-0.4pp |
| Annual return | 18.01% | 535.20%-517.2pp | 302.12%-284.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,274 | $1,171+8.7% | $1,790-28.9% | $4,139-69.2% |
| Admin fee / account holder | $638 | $1,962-67.5% | $2,495-74.4% | $7,234-91.2% |