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 7-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 | $40,047 | $68,573-41.6% | $120,368-66.7% | $80,874-50.5% |
| Participation rate | 12.9% | 61.6%-48.7pp | 71.9%-59.0pp | 67.6%-54.7pp |
| Annual return | 11.27% | 23.61%-12.3pp | 107.26%-96.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $315 | $2,052-84.7% | $3,465-90.9% | $2,756-88.6% |
| Participant deferral / active EE | $1,178 | $3,174-62.9% | $4,991-76.4% | $4,297-72.6% |
| Admin fee / account holder | $498 | $5,734-91.3% | $9,429-94.7% | $6,935-92.8% |