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 | $75,372 | $102,382-26.4% | $147,005-48.7% | $80,874-6.8% |
| Participation rate | 48.9% | 75.8%-27.0pp | 82.2%-33.3pp | 67.6%-18.8pp |
| Annual return | 10.14% | 134.89%-124.8pp | 418.76%-408.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,242 | $3,715-66.6% | $4,934-74.8% | $2,756-54.9% |
| Participant deferral / active EE | $2,339 | $6,646-64.8% | $8,070-71.0% | $4,297-45.6% |
| Admin fee / account holder | $966 | $7,942-87.8% | $13,006-92.6% | $6,935-86.1% |