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.
Participant 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 | $8,789 | $99,921-91.2% | $85,009-89.7% | $145,959-94.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 23.16% | 83.89%-60.7pp | 66.47%-43.3pp | 561.95%-538.8pp |
| Employer contribution / active EE | $463 | $3,233-85.7% | $2,728-83.0% | $4,661-90.1% |
| Participant deferral / active EE | $525 | $5,293-90.1% | $4,522-88.4% | $6,689-92.2% |
| Admin fee / account holder | $444 | $7,252-93.9% | $6,153-92.8% | $13,398-96.7% |