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 | $24,662 | $99,921-75.3% | $85,009-71.0% | $145,959-83.1% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 7.17% | 83.89%-76.7pp | 66.47%-59.3pp | 561.95%-554.8pp |
| Employer contribution / active EE | $1,594 | $3,233-50.7% | $2,728-41.6% | $4,661-65.8% |
| Participant deferral / active EE | $4,146 | $5,293-21.7% | $4,522-8.3% | $6,689-38.0% |
| Admin fee / account holder | $19,420 | $7,252+167.8% | $6,153+215.6% | $13,398+44.9% |