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 | $149,962 | $88,672+69.1% | $105,223+42.5% | $82,448+81.9% |
| Participation rate | 22.9% | 67.9%-45.1pp | 75.0%-52.2pp | 68.1%-45.2pp |
| Annual return | 13.29% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $397 | $4,036-90.2% | $5,072-92.2% | $4,139-90.4% |
| Admin fee / account holder | $1,848 | $7,146-74.1% | $8,859-79.1% | $7,234-74.5% |