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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,286 | $173,340-90.6% | $136,007-88.0% | $145,959-88.8% |
| Participation rate | 56.5% | 80.5%-23.9pp | 76.5%-19.9pp | 80.3%-23.8pp |
| Annual return | 7.72% | 1163.32%-1155.6pp | 579.32%-571.6pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,349 | $5,275-74.4% | $4,215-68.0% | $4,661-71.1% |
| Participant deferral / active EE | $1,727 | $8,699-80.2% | $7,024-75.4% | $6,689-74.2% |
| Admin fee / account holder | $2,820 | $9,954-71.7% | $6,858-58.9% | $13,398-79.0% |