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 | $143,862 | $34,932+311.8% | $56,441+154.9% | $74,546+93.0% |
| Participation rate | 34.5% | 32.9%+1.7pp | 52.5%-18.0pp | 67.2%-32.7pp |
| Annual return | 9.22% | 24.90%-15.7pp | 1704.21%-1695.0pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $337 | $608-44.5% | $1,039-67.5% | $2,624-87.1% |
| Participant deferral / active EE | $1,355 | $1,173+15.5% | $1,953-30.6% | $4,347-68.8% |
| Admin fee / account holder | $1,714 | $2,359-27.4% | $2,829-39.4% | $1,944-11.8% |