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 | $50,194 | $47,479+5.7% | $62,929-20.2% | $82,448-39.1% |
| Participation rate | 29.7% | 66.9%-37.1pp | 73.1%-43.4pp | 68.1%-38.3pp |
| Annual return | 21.27% | 20.34%+0.9pp | 1063.93%-1042.7pp | 41.64%-20.4pp |
| Employer contribution / active EE | $405 | $1,885-78.5% | $2,505-83.8% | $2,551-84.1% |
| Participant deferral / active EE | $747 | $2,870-74.0% | $3,888-80.8% | $4,139-81.9% |
| Admin fee / account holder | $1,551 | $3,804-59.2% | $5,065-69.4% | $7,234-78.6% |