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 | $200,963 | $111,814+79.7% | $103,374+94.4% | $145,959+37.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 1.01% | 24.77%-23.8pp | 24.89%-23.9pp | 561.95%-560.9pp |
| Employer contribution / active EE | $20,500 | $4,214+386.5% | $3,869+429.8% | $4,661+339.8% |
| Participant deferral / active EE | $20,500 | $5,618+264.9% | $5,058+305.3% | $6,689+206.5% |
| Admin fee / account holder | $1,893 | $9,754-80.6% | $8,394-77.4% | $13,398-85.9% |