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 | $20,741 | $172,111-87.9% | $150,298-86.2% | $137,256-84.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 8.00% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $9,366 | $4,636+102.0% | $4,154+125.5% | $4,156+125.4% |
| Participant deferral / active EE | $15,654 | $6,166+153.9% | $5,453+187.1% | $6,407+144.3% |
| Admin fee / account holder | $785,392 | $16,471+4668.4% | $14,116+5463.9% | $12,270+6300.8% |