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 5-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 | $62,419 | $159,934-61.0% | $147,005-57.5% | $145,959-57.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 6.14% | 98.24%-92.1pp | 418.76%-412.6pp | 561.95%-555.8pp |
| Employer contribution / active EE | $1,922 | $5,287-63.6% | $4,934-61.0% | $4,661-58.8% |
| Participant deferral / active EE | $3,217 | $8,427-61.8% | $8,070-60.1% | $6,689-51.9% |
| Admin fee / account holder | $9,909 | $15,053-34.2% | $13,006-23.8% | $13,398-26.0% |