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 4-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 | $114,247 | $183,592-37.8% | $155,567-26.6% | $145,959-21.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 12.77% | 61.24%-48.5pp | 64.74%-52.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $800 | $5,315-85.0% | $4,674-82.9% | $4,661-82.8% |
| Participant deferral / active EE | $5,750 | $6,464-11.0% | $5,628+2.2% | $6,689-14.0% |
| Admin fee / account holder | $549 | $19,318-97.2% | $15,916-96.6% | $13,398-95.9% |