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 8-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 | $37,417 | $106,749-64.9% | $145,433-74.3% | $82,448-54.6% |
| Participation rate | 65.9% | 75.6%-9.8pp | 82.1%-16.3pp | 68.1%-2.2pp |
| Annual return | 15.34% | 27.59%-12.3pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,138 | $6,519-21.2% | $7,897-34.9% | $4,139+24.1% |
| Admin fee / account holder | $3,882 | $8,390-53.7% | $13,129-70.4% | $7,234-46.3% |