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 | $112,267 | $73,787+52.2% | $98,716+13.7% | $82,448+36.2% |
| Participation rate | 36.1% | 61.4%-25.3pp | 69.3%-33.2pp | 68.1%-32.0pp |
| Annual return | 12.44% | 18.57%-6.1pp | 31.81%-19.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $846 | $1,511-44.0% | $2,279-62.9% | $2,551-66.8% |
| Participant deferral / active EE | $2,393 | $3,081-22.3% | $4,048-40.9% | $4,139-42.2% |
| Admin fee / account holder | $666 | $6,500-89.8% | $8,703-92.4% | $7,234-90.8% |