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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,723 | $88,672+163.6% | $105,223+122.1% | $82,448+183.5% |
| Participation rate | 48.5% | 67.9%-19.5pp | 75.0%-26.6pp | 68.1%-19.6pp |
| Annual return | 12.83% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $501 | $3,048-83.6% | $3,689-86.4% | $2,551-80.4% |
| Participant deferral / active EE | $2,003 | $4,036-50.4% | $5,072-60.5% | $4,139-51.6% |
| Admin fee / account holder | $4,844 | $7,146-32.2% | $8,859-45.3% | $7,234-33.0% |