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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,906 | $83,369-23.3% | $105,223-39.3% | $67,986-6.0% |
| Participation rate | 37.9% | 56.3%-18.4pp | 75.0%-37.2pp | 57.2%-19.3pp |
| Annual return | 11.69% | 24.64%-13.0pp | 180.65%-169.0pp | 31.67%-20.0pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,534 | $3,295-53.5% | $5,072-69.8% | $3,358-54.3% |
| Admin fee / account holder | $4,554 | $4,073+11.8% | $8,859-48.6% | $3,203+42.2% |