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 | $92,503 | $58,627+57.8% | $76,735+20.5% | $82,448+12.2% |
| Participation rate | 50.5% | 63.2%-12.7pp | 69.5%-19.0pp | 68.1%-17.5pp |
| Annual return | 10.70% | 39.10%-28.4pp | 29.77%-19.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $981 | $1,729-43.2% | $2,454-60.0% | $2,551-61.5% |
| Participant deferral / active EE | $2,260 | $3,134-27.9% | $4,088-44.7% | $4,139-45.4% |
| Admin fee / account holder | $1,787 | $5,323-66.4% | $7,189-75.1% | $7,234-75.3% |