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.
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 | $73,780 | $73,7870% | $98,716-25.3% | $82,448-10.5% |
| Participation rate | 45.3% | 61.4%-16.1pp | 69.3%-24.0pp | 68.1%-22.8pp |
| Annual return | 11.23% | 18.57%-7.3pp | 31.81%-20.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,486 | $1,511-1.7% | $2,279-34.8% | $2,551-41.8% |
| Participant deferral / active EE | $3,197 | $3,081+3.7% | $4,048-21.0% | $4,139-22.8% |
| Admin fee / account holder | $7,730 | $6,500+18.9% | $8,703-11.2% | $7,234+6.9% |