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 5-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.
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 | $27,648 | $52,353-47.2% | $120,225-77.0% | $82,448-66.5% |
| Participation rate | 42.4% | 58.3%-15.9pp | 69.6%-27.2pp | 68.1%-25.6pp |
| Annual return | 11.65% | 61.85%-50.2pp | 439.23%-427.6pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,244 | $1,510-17.6% | $3,475-64.2% | $2,551-51.2% |
| Participant deferral / active EE | $1,659 | $2,627-36.9% | $3,999-58.5% | $4,139-59.9% |
| Admin fee / account holder | $8,856 | $4,363+103.0% | $5,696+55.5% | $7,234+22.4% |