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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,599 | $47,105-41.4% | $68,368-59.6% | $67,986-59.4% |
| Participation rate | 48.2% | 51.8%-3.6pp | 73.8%-25.5pp | 57.2%-9.0pp |
| Annual return | 7.90% | 48.37%-40.5pp | 292.57%-284.7pp | 31.67%-23.8pp |
| Employer contribution / active EE | $966 | $1,859-48.0% | $2,649-63.5% | $2,019-52.2% |
| Participant deferral / active EE | $1,209 | $2,374-49.1% | $4,123-70.7% | $3,358-64.0% |
| Admin fee / account holder | $5,907 | $2,435+142.6% | $5,150+14.7% | $3,203+84.4% |