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 | $46,741 | $180,749-74.1% | $160,784-70.9% | $137,256-65.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 4.91% | 2234.46%-2229.6pp | 1803.92%-1799.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $660 | $4,155-84.1% | $3,733-82.3% | $4,156-84.1% |
| Participant deferral / active EE | $3,508 | $6,844-48.7% | $6,293-44.3% | $6,407-45.2% |
| Admin fee / account holder | $806 | $10,397-92.2% | $9,717-91.7% | $12,270-93.4% |