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.
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 | $58,767 | $97,125-39.5% | $86,233-31.9% | $137,256-57.2% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 4.39% | 74.19%-69.8pp | 61.39%-57.0pp | 220.34%-215.9pp |
| Employer contribution / active EE | $1,953 | $2,841-31.3% | $2,504-22.0% | $4,156-53.0% |
| Participant deferral / active EE | $9,485 | $5,180+83.1% | $4,559+108.0% | $6,407+48.0% |
| Admin fee / account holder | $346 | $9,725-96.4% | $8,342-95.9% | $12,270-97.2% |