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 9-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 | $29,188 | $108,912-73.2% | $100,383-70.9% | $145,959-80.0% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 6.01% | 57.96%-52.0pp | 49.26%-43.3pp | 561.95%-555.9pp |
| Employer contribution / active EE | $912 | $4,423-79.4% | $3,944-76.9% | $4,661-80.4% |
| Participant deferral / active EE | $1,937 | $8,451-77.1% | $8,086-76.0% | $6,689-71.0% |
| Admin fee / account holder | $7,260 | $9,690-25.1% | $7,900-8.1% | $13,398-45.8% |