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 | $7,391 | $116,167-93.6% | $64,489-88.5% | $137,256-94.6% |
| Participation rate | 60.0% | 68.2%-8.2pp | 67.7%-7.7pp | 80.0%-20.0pp |
| Annual return | -1.36% | 36.55%-37.9pp | 55.03%-56.4pp | 220.34%-221.7pp |
| Employer contribution / active EE | $1,570 | $2,483-36.8% | $1,523+3.1% | $4,156-62.2% |
| Participant deferral / active EE | $3,493 | $4,215-17.1% | $2,778+25.7% | $6,407-45.5% |
| Admin fee / account holder | $9,365 | $6,188+51.3% | $4,260+119.8% | $12,270-23.7% |