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 6-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 | $225,636 | $101,618+122.0% | $93,063+142.5% | $137,256+64.4% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 9.66% | 223.95%-214.3pp | 34.15%-24.5pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,070 | $2,707-23.5% | $2,476-16.4% | $4,156-50.2% |
| Participant deferral / active EE | $5,133 | $4,279+20.0% | $3,958+29.7% | $6,407-19.9% |
| Admin fee / account holder | $4,730 | $6,198-23.7% | $6,033-21.6% | $12,270-61.5% |