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 5-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 | $142,202 | $97,125+46.4% | $86,233+64.9% | $137,256+3.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | -0.79% | 74.19%-75.0pp | 61.39%-62.2pp | 220.34%-221.1pp |
| Employer contribution / active EE | $5,227 | $2,841+84.0% | $2,504+108.7% | $4,156+25.8% |
| Participant deferral / active EE | $11,631 | $5,180+124.5% | $4,559+155.1% | $6,407+81.5% |
| Admin fee / account holder | $60,352 | $9,725+520.6% | $8,342+623.5% | $12,270+391.9% |