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 6-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 | $8,356 | $97,125-91.4% | $86,233-90.3% | $137,256-93.9% |
| Participation rate | 13.0% | 74.2%-61.2pp | 69.0%-56.0pp | 80.0%-66.9pp |
| Annual return | 10.98% | 74.19%-63.2pp | 61.39%-50.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $361 | $5,180-93.0% | $4,559-92.1% | $6,407-94.4% |
| Admin fee / account holder | $3,984 | $9,725-59.0% | $8,342-52.2% | $12,270-67.5% |