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 6-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.
Employer 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 | $48,153 | $77,523-37.9% | $100,383-52.0% | $80,874-40.5% |
| Participation rate | 57.7% | 77.0%-19.3pp | 81.5%-23.8pp | 67.6%-10.0pp |
| Annual return | 17.29% | 37.21%-19.9pp | 49.26%-32.0pp | 35.62%-18.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,072 | $6,822-40.3% | $8,086-49.6% | $4,297-5.2% |
| Admin fee / account holder | $3,741 | $5,899-36.6% | $7,900-52.6% | $6,935-46.1% |