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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,438 | $99,921-41.5% | $85,009-31.3% | $145,959-60.0% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 14.15% | 83.89%-69.7pp | 66.47%-52.3pp | 561.95%-547.8pp |
| Employer contribution / active EE | $601 | $3,233-81.4% | $2,728-78.0% | $4,661-87.1% |
| Participant deferral / active EE | $371 | $5,293-93.0% | $4,522-91.8% | $6,689-94.5% |
| Admin fee / account holder | $47,555 | $7,252+555.8% | $6,153+672.9% | $13,398+254.9% |