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 | $205,126 | $80,812+153.8% | $160,784+27.6% | $82,448+148.8% |
| Participation rate | 46.7% | 66.2%-19.6pp | 77.0%-30.3pp | 68.1%-21.4pp |
| Annual return | 8.32% | 100.59%-92.3pp | 1803.92%-1795.6pp | 41.64%-33.3pp |
| Employer contribution / active EE | $1,633 | $2,174-24.9% | $3,733-56.2% | $2,551-36.0% |
| Participant deferral / active EE | $3,595 | $4,335-17.1% | $6,293-42.9% | $4,139-13.2% |
| Admin fee / account holder | $85,224 | $7,695+1007.5% | $9,717+777.1% | $7,234+1078.0% |