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 4-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 | $105,879 | $111,814-5.3% | $103,374+2.4% | $145,959-27.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 5.34% | 24.77%-19.4pp | 24.89%-19.6pp | 561.95%-556.6pp |
| Employer contribution / active EE | $1,324 | $4,214-68.6% | $3,869-65.8% | $4,661-71.6% |
| Participant deferral / active EE | $3,473 | $5,618-38.2% | $5,058-31.3% | $6,689-48.1% |
| Admin fee / account holder | $10,864 | $9,754+11.4% | $8,394+29.4% | $13,398-18.9% |