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 | $24,186 | $72,071-66.4% | $68,368-64.6% | $137,256-82.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | -2.00% | 353.14%-355.1pp | 292.57%-294.6pp | 220.34%-222.3pp |
| Employer contribution / active EE | $1,027 | $2,788-63.2% | $2,649-61.2% | $4,156-75.3% |
| Participant deferral / active EE | $7,285 | $4,410+65.2% | $4,123+76.7% | $6,407+13.7% |
| Admin fee / account holder | $72,990 | $5,336+1268.0% | $5,150+1317.3% | $12,270+494.9% |