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 | $190,903 | $209,336-8.8% | $197,124-3.2% | $137,256+39.1% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 9.04% | 48.09%-39.0pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $7,284 | $6,591+10.5% | $6,227+17.0% | $4,156+75.3% |
| Participant deferral / active EE | $16,667 | $9,614+73.4% | $9,135+82.5% | $6,407+160.1% |
| Admin fee / account holder | $219,588 | $17,308+1168.7% | $16,298+1247.3% | $12,270+1689.6% |