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.
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 | $116,470 | $88,672+31.3% | $105,223+10.7% | $82,448+41.3% |
| Participation rate | 55.0% | 67.9%-12.9pp | 75.0%-20.0pp | 68.1%-13.1pp |
| Annual return | 14.01% | 30.86%-16.9pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $770 | $3,048-74.7% | $3,689-79.1% | $2,551-69.8% |
| Participant deferral / active EE | $5,079 | $4,036+25.8% | $5,072+0.1% | $4,139+22.7% |
| Admin fee / account holder | $2,407 | $7,146-66.3% | $8,859-72.8% | $7,234-66.7% |