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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,053 | $58,234-19.2% | $81,783-42.5% | $80,874-41.8% |
| Participation rate | 25.4% | 63.4%-38.0pp | 72.4%-46.9pp | 67.6%-42.2pp |
| Annual return | 10.37% | 41.70%-31.3pp | 775.05%-764.7pp | 35.62%-25.2pp |
| Employer contribution / active EE | $567 | $2,341-75.8% | $2,913-80.5% | $2,756-79.4% |
| Participant deferral / active EE | $625 | $3,283-81.0% | $4,320-85.5% | $4,297-85.5% |
| Admin fee / account holder | $13,462 | $4,982+170.2% | $7,380+82.4% | $6,935+94.1% |