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 3-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 | $30,788 | $76,785-59.9% | $56,441-45.5% | $145,959-78.9% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | -4.92% | 3000.51%-3005.4pp | 1704.21%-1709.1pp | 561.95%-566.9pp |
| Employer contribution / active EE | $106 | $1,381-92.3% | $1,039-89.8% | $4,661-97.7% |
| Participant deferral / active EE | $1,104 | $2,624-57.9% | $1,953-43.4% | $6,689-83.5% |
| Admin fee / account holder | $3,842 | $3,334+15.2% | $2,829+35.8% | $13,398-71.3% |